Insight Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Insight Wealth Partners’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
2022 Q1	–	Sell	-69,204	Closed	-$8.9M	–	78
2021 Q4	$8.9M	Sell	69,204 -2,802	-4%	-$362K	1.66%	10
2021 Q3	$9.37M	Buy	72,006 +19,872	+38%	+$2.61M	5.02%	9
2021 Q2	$6.8M	Sell	52,134 -148	-0.3%	-$19.3K	3.62%	10
2021 Q1	$6.79M	Buy	52,282 +38,697	+285%	+$5.09M	3.34%	9
2020 Q4	$1.81M	Buy	13,585 +183	+1%	+$24.3K	1.11%	18
2020 Q3	$1.79M	Buy	+13,402	New	+$1.79M	1.71%	17
2020 Q1	–	Sell	-11,033	Closed	-$1.39M	–	40
2019 Q4	$1.39M	Buy	+11,033	New	+$1.39M	1.38%	13

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Insight Wealth Partners's IEI Position: Q1 2022 in Review

Insight Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 69,204 shares — an estimated $8.9M sold.

Insight Wealth Partners first reported a position in IEI in Q4 2019 and held it in 7 quarters. The position peaked at $9.37M in Q3 2021. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Insight Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Insight Wealth Partners sold 69,204 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $8.9M.
Insight Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
Insight Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $9.37M in Q3 2021.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.