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

Mirsky 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 Q4	$276K	Buy	2,148 +3	+0.1%	+$387	0.11%	46
2021 Q3	$279K	Buy	2,145 +2	+0.1%	+$262	0.12%	40
2021 Q2	$280K	Buy	2,143 +2	+0.1%	+$261	0.12%	41
2021 Q1	$278K	Buy	2,141 +1	+0%	+$132	0.13%	39
2020 Q4	$285K	Buy	2,140 +78	+4%	+$10.4K	0.15%	35
2020 Q3	$275K	Buy	+2,062	New	+$276K	0.16%	34

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 $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $49B AUM 17.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirsky Financial Management's IEI Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.14% in Q4 2021, buying an estimated $387 and bringing the position to 2,148 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #46.

Mirsky Financial Management first reported a position in IEI in Q3 2020 and has held it in 6 quarters since. The position peaked at $285K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Mirsky Financial Management held 2,148 shares of iShares 3-7 Year Treasury Bond ETF worth $276K as of Q4 2021.
Mirsky Financial Management bought 3 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $387.
iShares 3-7 Year Treasury Bond ETF made up 0.11% of Mirsky Financial Management's portfolio in Q4 2021, its #46 holding.
Mirsky Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 6 quarters since.
Mirsky Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $285K in Q4 2020.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.