Peak Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Peak Financial Advisors’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 Q2	–	Sell	-29,979	Closed	-$3.66M	–	80
2022 Q1	$3.66M	Buy	+29,979	New	+$3.76M	3.14%	8

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Peak Financial Advisors's IEI Position: Q2 2022 in Review

Peak Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 29,979 shares — an estimated $3.66M sold.

Peak Financial Advisors first reported a position in IEI in Q1 2022 and held it in 1 quarter. The position peaked at $3.66M in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Peak Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Peak Financial Advisors sold 29,979 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $3.66M.
Peak Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
Peak Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.66M in Q1 2022.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.