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

PAX Financial Group’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
-6,195
Closed -$739K – 172
2022
Q2 		$739K Buy
6,195
+2,957
+91% +$353K 0.19% 86
2022
Q1 		$395K Buy
3,238
+1,560
+93% +$196K 0.09% 155
2021
Q4 		$216K Buy
+1,678
New +$217K 0.05% 193

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAX Financial Group's IEI Position: Q3 2022 in Review

PAX Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 6,195 shares — an estimated $739K sold.

PAX Financial Group first reported a position in IEI in Q4 2021 and held it in 3 quarters. The position peaked at $739K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • PAX Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • PAX Financial Group sold 6,195 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $739K.
  • PAX Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • PAX Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $739K in Q2 2022.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on PAX Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.