QS Investors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

QS Investors’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	–	Sell	-13,169	Closed	-$1.71M	–	1159
2021 Q1	$1.71M	Hold	13,169	–	–	0.02%	388
2020 Q4	$1.75M	Buy	+13,169	New	+$1.75M	0.02%	366
2016 Q2	–	Sell	-24,871	Closed	-$3.13M	–	2031
2016 Q1	$3.13M	Buy	+24,871	New	+$3.11M	0.03%	529

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 $58.2B AUM 22.78% 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

QS Investors's IEI Position: Q2 2021 in Review

QS Investors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 13,169 shares — an estimated $1.71M sold.

QS Investors first reported a position in IEI in Q1 2016 and held it in 3 quarters. The position peaked at $3.13M in Q1 2016. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

QS Investors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
QS Investors sold 13,169 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $1.71M.
QS Investors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
QS Investors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.13M in Q1 2016.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.