Permit Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Permit Capital 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 Q1	$77K	Buy	+645	New	+$80.9K	0.03%	88

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Permit Capital Advisors's IEI Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022: 645 shares worth $77K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Permit Capital Advisors held 645 shares of iShares 3-7 Year Treasury Bond ETF worth $77K as of Q1 2022.
iShares 3-7 Year Treasury Bond ETF was a new Permit Capital Advisors position in Q1 2022.
iShares 3-7 Year Treasury Bond ETF made up 0.03% of Permit Capital Advisors's portfolio in Q1 2022, its #88 holding.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.