M&R Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

M&R 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 Q3	–	Sell	-29	Closed	-$3K	–	440
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	396
2022 Q1	$3K	Buy	+29	New	+$3.64K	﹤0.01%	398

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

M&R Capital Management's IEI Position: Q3 2022 in Review

M&R Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 29 shares — an estimated $3K sold.

M&R Capital Management first reported a position in IEI in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

M&R Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
M&R Capital Management sold 29 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $3K.
M&R Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
M&R Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3K in Q2 2022.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on M&R Capital Management's 13F filing for Q3 2022, filed 3 Oct 2022.