Penserra Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Penserra Capital 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
2020 Q2	–	Sell	-360	Closed	-$48K	–	859
2020 Q1	$48K	Buy	+360	New	+$46.4K	﹤0.01%	671
2018 Q4	–	Sell	-5,500	Closed	-$654K	–	704
2018 Q3	$654K	Buy	+5,500	New	+$658K	0.04%	245

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Penserra Capital Management's IEI Position: Q2 2020 in Review

Penserra Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 360 shares — an estimated $48K sold.

Penserra Capital Management first reported a position in IEI in Q3 2018 and held it in 2 quarters. The position peaked at $654K in Q3 2018. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Penserra Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Penserra Capital Management sold 360 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $48K.
Penserra Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
Penserra Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $654K in Q3 2018.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Penserra Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.