Institutional & Family Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Institutional & Family Asset Management’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	-7	Closed	-$1K	–	803
2021 Q4	$1K	Sell	7 -227	-97%	-$29.3K	﹤0.01%	722
2021 Q3	$30K	Sell	234 -543	-70%	-$71.2K	﹤0.01%	402
2021 Q2	$101K	Hold	777	–	–	0.02%	241
2021 Q1	$101K	Hold	777	–	–	0.02%	268
2020 Q4	$103K	Buy	+777	New	+$103K	0.02%	242

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

Institutional & Family Asset Management's IEI Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in IEI in Q4 2020 and held it in 5 quarters. The position peaked at $103K in Q4 2020. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Institutional & Family Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 7 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Institutional & Family Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $103K in Q4 2020.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.