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

Outlook Wealth 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 Q2	–	Sell	-6,577	Closed	-$854K	–	217
2021 Q1	$854K	Sell	6,577 -8,938	-58%	-$1.18M	0.3%	80
2020 Q4	$2.06M	Sell	15,515 -48,893	-76%	-$6.5M	0.75%	32
2020 Q3	$8.6M	Sell	64,408 -42	-0.1%	-$5.61K	3.42%	6
2020 Q2	$8.62M	Buy	64,450 +49,742	+338%	+$6.63M	3.65%	4
2020 Q1	$1.96M	Buy	+14,708	New	+$1.9M	1.11%	23

Other funds holding IEI

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $10.6B AUM 19.73% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Outlook Wealth Advisors's IEI Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 6,577 shares — an estimated $854K sold.

Outlook Wealth Advisors first reported a position in IEI in Q1 2020 and held it in 5 quarters. The position peaked at $8.62M in Q2 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

Outlook Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 6,577 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $854K.
Outlook Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
Outlook Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $8.62M in Q2 2020.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.