Mayfair Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mayfair Advisory 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 Q1	–	Sell	-2,561	Closed	-$299K	–	122
2022 Q4	$299K	Buy	2,561 +1	+0%	+$115	0.38%	75
2022 Q3	$294K	Sell	2,560 -1	-0%	-$118	0.42%	71
2022 Q2	$311K	Buy	+2,561	New	+$306K	0.41%	72

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mayfair Advisory Group's IEI Position: Q1 2023 in Review

Mayfair Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 2,561 shares — an estimated $299K sold.

Mayfair Advisory Group first reported a position in IEI in Q2 2022 and held it in 3 quarters. The position peaked at $311K in Q2 2022. 582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Mayfair Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Mayfair Advisory Group sold 2,561 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $299K.
Mayfair Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
Mayfair Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $311K in Q2 2022.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Mayfair Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.