RDA Financial Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

RDA Financial Network’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	-7,042	Closed	-$915K	–	230
2021 Q1	$915K	Sell	7,042 -10	-0.1%	-$1.31K	0.39%	72
2020 Q4	$938K	Sell	7,052 -7,341	-51%	-$976K	0.42%	69
2020 Q3	$1.92M	Sell	14,393 -700	-5%	-$93.5K	0.87%	33
2020 Q2	$2.02M	Sell	15,093 -203	-1%	-$27.1K	1.01%	24
2020 Q1	$2.04M	Sell	15,296 -226	-1%	-$29.1K	1.23%	17
2019 Q4	$1.98M	Sell	15,522 -1,504	-9%	-$190K	0.81%	24
2019 Q3	$2.15M	Buy	17,026 +1,009	+6%	+$128K	0.92%	21
2019 Q2	$2M	Sell	16,017 -6,046	-27%	-$748K	0.9%	21
2019 Q1	$2.7M	Buy	+22,063	New	+$2.69M	1.27%	14

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

RDA Financial Network's IEI Position: Q2 2021 in Review

RDA Financial Network sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 7,042 shares — an estimated $915K sold.

RDA Financial Network first reported a position in IEI in Q1 2019 and held it in 9 quarters. The position peaked at $2.7M in Q1 2019. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

RDA Financial Network reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
RDA Financial Network sold 7,042 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $915K.
RDA Financial Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 9 quarters.
RDA Financial Network's iShares 3-7 Year Treasury Bond ETF position peaked at $2.7M in Q1 2019.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on RDA Financial Network's 13F filing for Q2 2021, filed 13 Jul 2021.