Kings Point Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kings Point Capital 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	-545	Closed	-$70K	–	611
2021 Q4	$70K	Buy	+545	New	+$70.4K	0.01%	342
2021 Q1	–	Sell	-125	Closed	-$17K	–	544
2020 Q4	$17K	Buy	+125	New	+$16.6K	﹤0.01%	436

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

Kings Point Capital Management's IEI Position: Q1 2022 in Review

Kings Point Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 545 shares — an estimated $70K sold.

Kings Point Capital Management first reported a position in IEI in Q4 2020 and held it in 2 quarters. The position peaked at $70K in Q4 2021. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Kings Point Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 545 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $70K.
Kings Point Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
Kings Point Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $70K in Q4 2021.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.