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

Mainstay 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
2020
Q3 		– Sell
-2,166
Closed -$290K – 118
2020
Q2 		$290K Sell
2,166
-313,141
-99% -$41.7M 0.08% 89
2020
Q1 		$42M Buy
+315,307
New +$40.6M 13.54% 1

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PCA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mainstay Capital Management's IEI Position: Q3 2020 in Review

Mainstay Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 2,166 shares — an estimated $290K sold.

Mainstay Capital Management first reported a position in IEI in Q1 2020 and held it in 2 quarters. The position peaked at $42M in Q1 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Mainstay Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mainstay Capital Management sold 2,166 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $290K.
  • Mainstay Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Mainstay Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $42M in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Mainstay Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.