Narus Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Narus Financial Partners’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 Q1	$264K	Buy	+2,030	New	+$267K	0.16%	80

Other funds holding IEI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Narus Financial Partners's IEI Position: Q1 2021 in Review

Narus Financial Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021: 2,030 shares worth $264K. The stake represents 0.16% of the portfolio and ranks #80 among its holdings.

509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

Narus Financial Partners held 2,030 shares of iShares 3-7 Year Treasury Bond ETF worth $264K as of Q1 2021.
iShares 3-7 Year Treasury Bond ETF was a new Narus Financial Partners position in Q1 2021.
iShares 3-7 Year Treasury Bond ETF made up 0.16% of Narus Financial Partners's portfolio in Q1 2021, its #80 holding.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Narus Financial Partners's 13F filing for Q1 2021, filed 7 Mar 2024.