Little House Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Little House Capital’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	-15,270	Closed	-$1.97M	–	139
2021 Q4	$1.97M	Buy	15,270 +257	+2%	+$33.2K	1.04%	27
2021 Q3	$1.95M	Sell	15,013 -128	-0.8%	-$16.8K	1.15%	29
2021 Q2	$1.98M	Sell	15,141 -13,189	-47%	-$1.72M	1.07%	31
2021 Q1	$3.68M	Buy	+28,330	New	+$3.73M	1.3%	29
2019 Q2	–	Sell	-1,168	Closed	-$143K	–	181
2019 Q1	$143K	Buy	+1,168	New	+$142K	0.11%	113

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

Little House Capital's IEI Position: Q1 2022 in Review

Little House Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 15,270 shares — an estimated $1.97M sold.

Little House Capital first reported a position in IEI in Q1 2019 and held it in 5 quarters. The position peaked at $3.68M in Q1 2021. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Little House Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Little House Capital sold 15,270 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.97M.
Little House Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 5 quarters.
Little House Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $3.68M in Q1 2021.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.