Partnervest Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Partnervest Advisory Services’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 Q1	–	Sell	-3,750	Closed	-$472K	–	225
2019 Q4	$472K	Buy	3,750 +1,050	+39%	+$133K	0.17%	95
2019 Q3	$342K	Sell	2,700 -1,101	-29%	-$139K	0.12%	152
2019 Q2	$478K	Buy	+3,801	New	+$470K	0.19%	96

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Partnervest Advisory Services's IEI Position: Q1 2020 in Review

Partnervest Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2020, closing a stake of 3,750 shares — an estimated $472K sold.

Partnervest Advisory Services first reported a position in IEI in Q2 2019 and held it in 3 quarters. The position peaked at $478K in Q2 2019. 461 funds tracked by Wall St. Rank hold IEI as of Q1 2020.

Partnervest Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 3,750 iShares 3-7 Year Treasury Bond ETF shares in Q1 2020, an estimated $472K.
Partnervest Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 3 quarters.
Partnervest Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $478K in Q2 2019.
461 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.