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

Pure 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
2020 Q2	–	Sell	-3,093	Closed	-$412K	–	143
2020 Q1	$412K	Sell	3,093 -74	-2%	-$9.54K	0.07%	94
2019 Q4	$398K	Buy	3,167 +23	+0.7%	+$2.9K	0.07%	102
2019 Q3	$399K	Hold	3,144	–	–	0.07%	97
2019 Q2	$395K	Buy	3,144 +157	+5%	+$19.4K	0.07%	98
2019 Q1	$368K	Hold	2,987	–	–	0.07%	99
2018 Q4	$363K	Hold	2,987	–	–	0.07%	98
2018 Q3	$356K	Buy	+2,987	New	+$357K	0.08%	103
2017 Q4	–	Sell	-5,187	Closed	-$641K	–	38
2017 Q3	$641K	Hold	5,187	–	–	0.16%	56
2017 Q2	$641K	Hold	5,187	–	–	0.17%	57
2017 Q1	$638K	Buy	5,187 +188	+4%	+$23.1K	0.18%	57
2016 Q4	$612K	Buy	4,999 +564	+13%	+$69.9K	0.18%	53
2016 Q3	$561K	Hold	4,435	–	–	0.18%	55
2016 Q2	$565K	Hold	4,435	–	–	0.19%	48
2016 Q1	$558K	Hold	4,435	–	–	0.2%	48
2015 Q4	$544K	Hold	4,435	–	–	0.24%	37
2015 Q3	$553K	Sell	4,435 -1,806	-29%	-$223K	0.26%	32
2015 Q2	$767K	Sell	6,241 -11,705	-65%	-$1.44M	0.38%	26
2015 Q1	$2.23M	Sell	17,946 -635	-3%	-$78.5K	0.74%	19
2014 Q4	$2.27M	Buy	18,581 +37	+0.2%	+$4.53K	0.78%	19
2014 Q3	$2.25M	Sell	18,544 -522	-3%	-$63.4K	0.83%	19
2014 Q2	$2.32M	Sell	19,066 -151	-0.8%	-$18.3K	0.86%	19
2014 Q1	$2.32M	Buy	19,217 +4,375	+29%	+$530K	0.94%	19
2013 Q4	$1.78M	Sell	14,842 -3,062	-17%	-$371K	0.78%	19
2013 Q3	$2.17M	Sell	17,904 -7,927	-31%	-$955K	1.05%	18
2013 Q2	$3.12M	Buy	+25,831	New	+$3.18M	1.67%	15

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

PCA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pure Financial Advisors's IEI Position: Q2 2020 in Review

Pure Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 3,093 shares — an estimated $412K sold.

Pure Financial Advisors first reported a position in IEI in Q2 2013 and held it in 25 quarters. The position peaked at $3.12M in Q2 2013. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Pure Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Pure Financial Advisors sold 3,093 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $412K.
Pure Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 25 quarters.
Pure Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.12M in Q2 2013.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Pure Financial Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.