Parisi Gray Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Parisi Gray Wealth 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
2021 Q3	–	Sell	-517	Closed	-$67K	–	318
2021 Q2	$67K	Buy	+517	New	+$67.5K	0.02%	269
2019 Q2	–	Sell	-28	Closed	-$3K	–	260
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	488
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	517
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	523
2018 Q2	$3K	Hold	28	–	–	﹤0.01%	533
2018 Q1	$3K	Buy	+28	New	+$3.38K	﹤0.01%	545

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parisi Gray Wealth Management's IEI Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 517 shares — an estimated $67K sold.

Parisi Gray Wealth Management first reported a position in IEI in Q1 2018 and held it in 6 quarters. The position peaked at $67K in Q2 2021. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 517 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $67K.
Parisi Gray Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and held it in 6 quarters.
Parisi Gray Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $67K in Q2 2021.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.