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

Independence 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
2020 Q3	$24K	Buy	180 +14	+8%	+$1.87K	0.01%	141
2020 Q2	$22K	Sell	166 -45	-21%	-$6K	0.01%	137
2020 Q1	$28K	Buy	211 +79	+60%	+$10.2K	0.01%	120
2019 Q4	$17K	Buy	+132	New	+$16.7K	﹤0.01%	137

Other funds holding IEI

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

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

SCM

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

PCA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Advisors's IEI Position: Q3 2020 in Review

Independence Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.4% in Q3 2020, buying an estimated $1.87K and bringing the position to 180 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #141.

Independence Advisors first reported a position in IEI in Q4 2019 and has held it in 4 quarters since. The position peaked at $28K in Q1 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Independence Advisors held 180 shares of iShares 3-7 Year Treasury Bond ETF worth $24K as of Q3 2020.
Independence Advisors bought 14 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.87K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #141 holding.
Independence Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $28K in Q1 2020.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.