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

Inspire 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
2022 Q3	–	Sell	-11,686	Closed	-$1.4M	–	166
2022 Q2	$1.4M	Buy	11,686 +7,784	+199%	+$930K	0.39%	14
2022 Q1	$476K	Sell	3,902 -34	-0.9%	-$4.27K	0.13%	32
2021 Q4	$506K	Sell	3,936 -1,078	-21%	-$139K	0.14%	23
2021 Q3	$653K	Buy	5,014 +376	+8%	+$49.3K	0.21%	20
2021 Q2	$605K	Buy	4,638 +21	+0.5%	+$2.74K	0.2%	24
2021 Q1	$600K	Sell	4,617 -2,824	-38%	-$371K	0.22%	24
2020 Q4	$989K	Buy	+7,441	New	+$989K	0.37%	14

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Inspire Advisors's IEI Position: Q3 2022 in Review

Inspire Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 11,686 shares — an estimated $1.4M sold.

Inspire Advisors first reported a position in IEI in Q4 2020 and held it in 7 quarters. The position peaked at $1.4M in Q2 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Inspire Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Inspire Advisors sold 11,686 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.4M.
Inspire Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Inspire Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.4M in Q2 2022.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Inspire Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.