Mark Sheptoff Financial Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mark Sheptoff Financial Planning’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	-26	Closed	-$3K	–	455
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	391
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	357
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	382
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	339
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	317
2020 Q3	$3K	Hold	26	–	–	﹤0.01%	286
2020 Q2	$3K	Hold	26	–	–	﹤0.01%	314
2020 Q1	$3K	Hold	26	–	–	﹤0.01%	296
2019 Q4	$3K	Hold	26	–	–	﹤0.01%	333
2019 Q3	$3K	Hold	26	–	–	﹤0.01%	325
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	311
2019 Q1	$3K	Buy	+26	New	+$3.17K	﹤0.01%	312

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 $56.3B AUM 17.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's IEI Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 26 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in IEI in Q1 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 26 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $3K.
Mark Sheptoff Financial Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 12 quarters.
Mark Sheptoff Financial Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $3K in Q4 2021.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.