Newbridge Financial Services Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Newbridge Financial Services 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 Q2	–	Sell	-86	Closed	-$10K	–	1431
2022 Q1	$10K	Buy	+86	New	+$10.8K	﹤0.01%	939
2021 Q4	–	Sell	-36	Closed	-$5K	–	1474
2021 Q3	$5K	Buy	+36	New	+$4.72K	﹤0.01%	1009
2021 Q2	–	Sell	-53	Closed	-$7K	–	1462
2021 Q1	$7K	Buy	+53	New	+$6.97K	0.01%	979

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Newbridge Financial Services Group's IEI Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 86 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in IEI in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Newbridge Financial Services Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 86 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $10K.
Newbridge Financial Services Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
Newbridge Financial Services Group's iShares 3-7 Year Treasury Bond ETF position peaked at $10K in Q1 2022.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.