Mid Atlantic Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.27M	Buy	9,729 +2,018	+26%	+$265K	0.08%	202
2021 Q2	$1.01M	Sell	7,711 -40	-0.5%	-$5.22K	0.07%	249
2021 Q1	$1.01M	Sell	7,751 -1,624	-17%	-$214K	0.07%	237
2020 Q4	$1.25M	Buy	9,375 +3,091	+49%	+$411K	0.1%	184
2020 Q3	$833K	Buy	6,284 +839	+15%	+$112K	0.07%	247
2020 Q2	$728K	Buy	+5,445	New	+$726K	0.07%	246
2019 Q1	–	Sell	-3,197	Closed	-$388K	–	744
2018 Q4	$388K	Buy	+3,197	New	+$381K	0.05%	405

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's IEI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 26% in Q3 2021, buying an estimated $265K and bringing the position to 9,729 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #202.

Mid Atlantic Financial Management first reported a position in IEI in Q4 2018 and has held it in 7 quarters since. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Mid Atlantic Financial Management held 9,729 shares of iShares 3-7 Year Treasury Bond ETF worth $1.27M as of Q3 2021.
Mid Atlantic Financial Management bought 2,018 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $265K.
iShares 3-7 Year Treasury Bond ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #202 holding.
Mid Atlantic Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 7 quarters since.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.