Kays Financial Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kays Financial Advisory’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
2020 Q3	$1.65M	Buy	12,318 +8,374	+212%	+$1.12M	0.26%	51
2020 Q2	$527K	Buy	+3,944	New	+$526K	0.09%	64
2019 Q3	–	Sell	-1,710	Closed	-$215K	–	119
2019 Q2	$215K	Buy	+1,710	New	+$211K	0.04%	106

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kays Financial Advisory's IEI Position: Q3 2020 in Review

Kays Financial Advisory increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 212% in Q3 2020, buying an estimated $1.12M and bringing the position to 12,318 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #51.

Kays Financial Advisory first reported a position in IEI in Q2 2019 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Kays Financial Advisory held 12,318 shares of iShares 3-7 Year Treasury Bond ETF worth $1.65M as of Q3 2020.
Kays Financial Advisory bought 8,374 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.12M.
iShares 3-7 Year Treasury Bond ETF made up 0.26% of Kays Financial Advisory's portfolio in Q3 2020, its #51 holding.
Kays Financial Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and has held it in 3 quarters since.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.