IFG Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

IFG Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,860	Closed	-$443K	–	124
2022 Q4	$443K	Buy	3,860 +20	+0.5%	+$2.29K	0.19%	62
2022 Q3	$439K	Buy	3,840 +12	+0.3%	+$1.42K	0.22%	60
2022 Q2	$457K	Sell	3,828 -522	-12%	-$62.4K	0.23%	59
2022 Q1	$531K	Sell	4,350 -3	-0.1%	-$376	0.23%	62
2021 Q4	$560K	Hold	4,353	–	–	0.24%	59
2021 Q3	$567K	Buy	4,353 +452	+12%	+$59.3K	0.26%	56
2021 Q2	$509K	Buy	+3,901	New	+$509K	0.24%	56

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFG Advisors's IEI Position: Q1 2023 in Review

IFG Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 3,860 shares — an estimated $443K sold.

IFG Advisors first reported a position in IEI in Q2 2021 and held it in 7 quarters. The position peaked at $567K in Q3 2021. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

IFG Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
IFG Advisors sold 3,860 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $443K.
IFG Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and held it in 7 quarters.
IFG Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $567K in Q3 2021.
581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on IFG Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.