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

Insight Wealth Strategies’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
Q1 		– Sell
-2,624
Closed -$349K – 228
2020
Q4 		$349K Sell
2,624
-4,211
-62% -$560K 0.06% 145
2020
Q3 		$913K Buy
6,835
+4,932
+259% +$659K 0.17% 61
2020
Q2 		$254K Buy
+1,903
New +$254K 0.06% 143

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Strategies's IEI Position: Q1 2021 in Review

Insight Wealth Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 2,624 shares — an estimated $349K sold.

Insight Wealth Strategies first reported a position in IEI in Q2 2020 and held it in 3 quarters. The position peaked at $913K in Q3 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Insight Wealth Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,624 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $349K.
  • Insight Wealth Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $913K in Q3 2020.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.