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Paragon Wealth Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Paragon Wealth Strategies’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
2020
Q2 		– Sell
-3,850
Closed -$513K – 28
2020
Q1 		$513K Buy
+3,850
New +$496K 2.93% 7
2017
Q1 		– Sell
-31,113
Closed -$3.81M – 28
2016
Q4 		$3.81M Buy
+31,113
New +$3.86M 3.05% 13

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paragon Wealth Strategies's IEI Position: Q2 2020 in Review

Paragon Wealth Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 3,850 shares — an estimated $513K sold.

Paragon Wealth Strategies first reported a position in IEI in Q4 2016 and held it in 2 quarters. The position peaked at $3.81M in Q4 2016. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

  • Paragon Wealth Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Paragon Wealth Strategies sold 3,850 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $513K.
  • Paragon Wealth Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 2 quarters.
  • Paragon Wealth Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $3.81M in Q4 2016.
  • 492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Paragon Wealth Strategies's 13F filing for Q2 2020, filed 24 Jul 2020.