Novare Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Novare Capital 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
2022 Q2	–	Sell	-2,106	Closed	-$257K	–	173
2022 Q1	$257K	Sell	2,106 -569	-21%	-$71.4K	0.03%	155
2021 Q4	$344K	Sell	2,675 -200	-7%	-$25.8K	0.03%	132
2021 Q3	$374K	Hold	2,875	–	–	0.04%	119
2021 Q2	$375K	Buy	2,875 +700	+32%	+$91.4K	0.04%	118
2021 Q1	$283K	Sell	2,175 -2,930	-57%	-$385K	0.03%	128
2020 Q4	$679K	Hold	5,105	–	–	0.09%	96
2020 Q3	$682K	Sell	5,105 -2,575	-34%	-$344K	0.1%	102
2020 Q2	$1.03M	Buy	7,680 +280	+4%	+$37.3K	0.15%	94
2020 Q1	$987K	Buy	+7,400	New	+$954K	0.17%	88

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

Novare Capital Management's IEI Position: Q2 2022 in Review

Novare Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 2,106 shares — an estimated $257K sold.

Novare Capital Management first reported a position in IEI in Q1 2020 and held it in 9 quarters. The position peaked at $1.03M in Q2 2020. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Novare Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Novare Capital Management sold 2,106 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $257K.
Novare Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Novare Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.03M in Q2 2020.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Novare Capital Management's 13F filing for Q2 2022, filed 3 Aug 2022.