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Investment Research & Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-1,243
Closed -$162K – 163
2021
Q2 		$162K Buy
+1,243
New +$162K 0.11% 70

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Research & Advisory Group's IEI Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 1,243 shares — an estimated $162K sold.

Investment Research & Advisory Group first reported a position in IEI in Q2 2021 and held it in 1 quarter. The position peaked at $162K in Q2 2021. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 1,243 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $162K.
  • Investment Research & Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $162K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.