Investors Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-2,098	Closed	-$270K	–	82
2021 Q4	$270K	Sell	2,098 -518	-20%	-$66.9K	0.13%	168
2021 Q3	$341K	Buy	2,616 +312	+14%	+$40.9K	0.18%	137
2021 Q2	$301K	Hold	2,304	–	–	0.16%	153
2021 Q1	$299K	Sell	2,304 -199	-8%	-$26.2K	0.17%	139
2020 Q4	$333K	Buy	2,503 +113	+5%	+$15K	0.22%	120
2020 Q3	$319K	Buy	2,390 +74	+3%	+$9.89K	0.24%	105
2020 Q2	$310K	Buy	2,316 +789	+52%	+$105K	0.26%	102
2020 Q1	$204K	Sell	1,527 -78	-5%	-$10.1K	0.21%	113
2019 Q4	$202K	Buy	+1,605	New	+$203K	0.16%	126

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

Investors Financial Group's IEI Position: Q1 2022 in Review

Investors Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 2,098 shares — an estimated $270K sold.

Investors Financial Group first reported a position in IEI in Q4 2019 and held it in 9 quarters. The position peaked at $341K in Q3 2021. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Investors Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 2,098 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $270K.
Investors Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $341K in Q3 2021.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.