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R.M. Davis Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

R.M. Davis Inc’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
Q1 		– Sell
-1,560
Closed -$207K – 267
2020
Q4 		$207K Buy
+1,560
New +$207K 0.01% 260

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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Ameriprise
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

R.M. Davis Inc's IEI Position: Q1 2021 in Review

R.M. Davis Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 1,560 shares — an estimated $207K sold.

R.M. Davis Inc first reported a position in IEI in Q4 2020 and held it in 1 quarter. The position peaked at $207K in Q4 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • R.M. Davis Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • R.M. Davis Inc sold 1,560 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $207K.
  • R.M. Davis Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • R.M. Davis Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $207K in Q4 2020.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on R.M. Davis Inc's 13F filing for Q1 2021, filed 10 May 2021.