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

Pettinga 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
2019
Q2 		– Sell
-2,455
Closed -$302K – 93
2019
Q1 		$302K Sell
2,455
-615
-20% -$74.9K 0.16% 70
2018
Q4 		$373K Buy
+3,070
New +$366K 0.25% 60

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pettinga Financial Advisors's IEI Position: Q2 2019 in Review

Pettinga Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2019, closing a stake of 2,455 shares — an estimated $302K sold.

Pettinga Financial Advisors first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $373K in Q4 2018. 371 funds tracked by Wall St. Rank hold IEI as of Q2 2019.

  • Pettinga Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Pettinga Financial Advisors sold 2,455 iShares 3-7 Year Treasury Bond ETF shares in Q2 2019, an estimated $302K.
  • Pettinga Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
  • Pettinga Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $373K in Q4 2018.
  • 371 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2019.

Based on Pettinga Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.