Northstar Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Northstar Advisory 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 Q4	–	Sell	-60,929	Closed	-$6.96M	–	97
2022 Q3	$6.96M	Sell	60,929 -123,801	-67%	-$14.7M	6.24%	3
2022 Q2	$22M	Buy	+184,730	New	+$22.1M	16.37%	2
2021 Q4	–	Sell	-3,170	Closed	-$413K	–	112
2021 Q3	$413K	Buy	+3,170	New	+$416K	0.4%	36
2021 Q1	–	Sell	-42,586	Closed	-$5.66M	–	110
2020 Q4	$5.66M	Buy	+42,586	New	+$5.66M	4.75%	3

Other funds holding IEI

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northstar Advisory Group's IEI Position: Q4 2022 in Review

Northstar Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 60,929 shares — an estimated $6.96M sold.

Northstar Advisory Group first reported a position in IEI in Q4 2020 and held it in 4 quarters. The position peaked at $22M in Q2 2022. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Northstar Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Northstar Advisory Group sold 60,929 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $6.96M.
Northstar Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Northstar Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $22M in Q2 2022.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Northstar Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.