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

IFS 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
2021 Q2	–	Sell	-2,931	Closed	-$380K	–	29
2021 Q1	$380K	Sell	2,931 -727	-20%	-$95.6K	0.3%	21
2020 Q4	$486K	Buy	+3,658	New	+$486K	0.37%	16

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFS Advisors's IEI Position: Q2 2021 in Review

IFS Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 2,931 shares — an estimated $380K sold.

IFS Advisors first reported a position in IEI in Q4 2020 and held it in 2 quarters. The position peaked at $486K in Q4 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

IFS Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
IFS Advisors sold 2,931 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $380K.
IFS Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
IFS Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $486K in Q4 2020.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on IFS Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.