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MONECO Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

MONECO Advisors’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 		– Sell
-1,570
Closed -$204K – 259
2021
Q3 		$204K Buy
+1,570
New +$206K 0.08% 240
2021
Q2 		– Sell
-19,952
Closed -$2.59M – 231
2021
Q1 		$2.59M Sell
19,952
-605
-3% -$79.6K 1.26% 19
2020
Q4 		$2.72M Sell
20,557
-2,704
-12% -$360K 1.5% 16
2020
Q3 		$3.11M Buy
23,261
+18,063
+347% +$2.41M 1.98% 11
2020
Q2 		$695K Buy
+5,198
New +$693K 0.54% 45

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MONECO Advisors's IEI Position: Q4 2021 in Review

MONECO Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 1,570 shares — an estimated $204K sold.

MONECO Advisors first reported a position in IEI in Q2 2020 and held it in 5 quarters. The position peaked at $3.11M in Q3 2020. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • MONECO Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • MONECO Advisors sold 1,570 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $204K.
  • MONECO Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
  • MONECO Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.11M in Q3 2020.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on MONECO Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.