Pinnacle Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinnacle Wealth 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
2021 Q2	$22M	Buy	+168,301	New	+$22M	0.89%	27

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Pinnacle Wealth Advisors's IEI Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021: 168,301 shares worth $22M. The stake represents 0.89% of the portfolio and ranks #27 among its holdings.

489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

Pinnacle Wealth Advisors held 168,301 shares of iShares 3-7 Year Treasury Bond ETF worth $22M as of Q2 2021.
iShares 3-7 Year Treasury Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares 3-7 Year Treasury Bond ETF made up 0.89% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #27 holding.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.