Mach-1 Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-70	Closed	-$5.18K	–	262
2023 Q1	$5.18K	Buy	+70	New	+$8.13K	0.03%	176
2022 Q3	–	Sell	-54	Closed	-$6K	–	408
2022 Q2	$6K	Buy	+54	New	+$6.45K	﹤0.01%	290
2021 Q3	–	Sell	-1,106	Closed	-$144K	–	73
2021 Q2	$144K	Sell	1,106 -303	-22%	-$39.6K	0.1%	24
2021 Q1	$183K	Buy	1,409 +153	+12%	+$20.1K	0.15%	21
2020 Q4	$167K	Buy	+1,256	New	+$167K	0.18%	54

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mach-1 Financial Group's IEI Position: Q2 2023 in Review

Mach-1 Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 70 shares — an estimated $5.18K sold.

Mach-1 Financial Group first reported a position in IEI in Q4 2020 and held it in 5 quarters. The position peaked at $183K in Q1 2021. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Mach-1 Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 70 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $5.18K.
Mach-1 Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Mach-1 Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $183K in Q1 2021.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.