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

Legacy Advisors’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
2019
Q3 		– Sell
-48
Closed -$6K – 206
2019
Q2 		$6K Hold
48
– – ﹤0.01% 322
2019
Q1 		$6K Buy
+48
New +$5.84K ﹤0.01% 358

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Legacy Advisors's IEI Position: Q3 2019 in Review

Legacy Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 48 shares — an estimated $6K sold.

Legacy Advisors first reported a position in IEI in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Legacy Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 48 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $6K.
  • Legacy Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $6K in Q2 2019.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.