Patriot Financial Group Insurance Agency’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-827	Closed	-$99K	–	1103
2022 Q2	$99K	Buy	827 +217	+36%	+$25.9K	0.02%	545
2022 Q1	$74K	Buy	610 +211	+53%	+$26.5K	0.01%	669
2021 Q4	$51K	Buy	399 +328	+462%	+$42.3K	0.01%	852
2021 Q3	$9K	Sell	71 -97	-58%	-$12.7K	﹤0.01%	1513
2021 Q2	$22K	Buy	168 +8	+5%	+$1.04K	﹤0.01%	1133
2021 Q1	$21K	Buy	160 +36	+29%	+$4.74K	﹤0.01%	1061
2020 Q4	$16K	Sell	124 -96	-44%	-$12.8K	﹤0.01%	1053
2020 Q3	$29K	Hold	220	–	–	0.01%	679
2020 Q2	$29K	Buy	220 +179	+437%	+$23.9K	0.01%	651
2020 Q1	$5K	Hold	41	–	–	﹤0.01%	1070
2019 Q4	$5K	Hold	41	–	–	﹤0.01%	975
2019 Q3	$5K	Hold	41	–	–	﹤0.01%	939
2019 Q2	$5K	Sell	41 -16	-28%	-$1.98K	﹤0.01%	943
2019 Q1	$7K	Sell	57 -99	-63%	-$12.1K	﹤0.01%	776
2018 Q4	$19K	Buy	156 +58	+59%	+$6.92K	0.01%	488
2018 Q3	$12K	Buy	+98	New	+$11.7K	0.01%	591

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IEI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 827 shares — an estimated $99K sold.

Patriot Financial Group Insurance Agency first reported a position in IEI in Q3 2018 and held it in 16 quarters. The position peaked at $99K in Q2 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 827 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $99K.
Patriot Financial Group Insurance Agency first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's iShares 3-7 Year Treasury Bond ETF position peaked at $99K in Q2 2022.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.