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

Mid-American Wealth 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
2022 Q1	–	Sell	-1,901	Closed	-$245K	–	71
2021 Q4	$245K	Buy	+1,901	New	+$245K	0.2%	61

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

Mid-American Wealth Advisory Group's IEI Position: Q1 2022 in Review

Mid-American Wealth Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 1,901 shares — an estimated $245K sold.

Mid-American Wealth Advisory Group first reported a position in IEI in Q4 2021 and held it in 1 quarter. The position peaked at $245K in Q4 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Mid-American Wealth Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 1,901 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $245K.
Mid-American Wealth Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
Mid-American Wealth Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $245K in Q4 2021.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Mid-American Wealth Advisory Group's 13F filing for Q1 2022, filed 31 May 2022.