I
IEI icon

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

INVST’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
-1,692
Closed -$222K – 201
2021
Q2 		$222K Sell
1,692
-1,793
-51% -$234K 0.04% 180
2021
Q1 		$455K Sell
3,485
-5,975
-63% -$786K 0.08% 114
2020
Q4 		$1.26M Sell
9,460
-12,958
-58% -$1.72M 0.23% 56
2020
Q3 		$2.99M Sell
22,418
-26,545
-54% -$3.55M 0.7% 38
2020
Q2 		$6.53M Sell
48,963
-25,414
-34% -$3.39M 1.94% 11
2020
Q1 		$9.91M Buy
74,377
+61,719
+488% +$7.95M 4.11% 5
2019
Q4 		$1.59M Sell
12,658
-107,724
-89% -$13.6M 0.6% 35
2019
Q3 		$15.3M Buy
120,382
+65,738
+120% +$8.31M 6.88% 3
2019
Q2 		$6.86M Sell
54,644
-36,416
-40% -$4.5M 3.52% 9
2019
Q1 		$11.2M Buy
+91,060
New +$11.1M 5.59% 6

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B AUM 19.32% 1-Year Est. Return