McIlrath & Eck’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

McIlrath & Eck’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
2019 Q4	–	Sell	-69	Closed	-$9K	–	647
2019 Q3	$9K	Hold	69	–	–	﹤0.01%	372
2019 Q2	$9K	Hold	69	–	–	0.01%	356
2019 Q1	$9K	Hold	69	–	–	0.01%	356
2018 Q4	$8K	Hold	69	–	–	0.01%	298
2018 Q3	$8K	Sell	69 -50	-42%	-$5.98K	﹤0.01%	317
2018 Q2	$14K	Hold	119	–	–	0.01%	246
2018 Q1	$14K	Hold	119	–	–	0.01%	221
2017 Q4	$15K	Buy	+119	New	+$14.6K	0.01%	229

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

McIlrath & Eck's IEI Position: Q4 2019 in Review

McIlrath & Eck sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019, closing a stake of 69 shares — an estimated $9K sold.

McIlrath & Eck first reported a position in IEI in Q4 2017 and held it in 8 quarters. The position peaked at $15K in Q4 2017. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

McIlrath & Eck reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
McIlrath & Eck sold 69 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $9K.
McIlrath & Eck first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
McIlrath & Eck's iShares 3-7 Year Treasury Bond ETF position peaked at $15K in Q4 2017.
406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on McIlrath & Eck's 13F filing for Q4 2019, filed 11 Feb 2020.