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

Reilly 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
2021 Q4	–	Sell	-30	Closed	-$4K	–	1160
2021 Q3	$4K	Buy	+30	New	+$3.93K	﹤0.01%	782
2020 Q3	–	Sell	-10	Closed	-$1K	–	884
2020 Q2	$1K	Buy	+10	New	+$1.33K	﹤0.01%	851
2018 Q2	–	Sell	-37	Closed	-$4K	–	1010
2018 Q1	$4K	Hold	37	–	–	﹤0.01%	805
2017 Q4	$5K	Hold	37	–	–	﹤0.01%	773
2017 Q3	$5K	Hold	37	–	–	﹤0.01%	752
2017 Q2	$5K	Hold	37	–	–	﹤0.01%	763
2017 Q1	$5K	Buy	+37	New	+$4.54K	﹤0.01%	735

Other funds holding IEI

PCA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's IEI Position: Q4 2021 in Review

Reilly Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 30 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in IEI in Q1 2017 and held it in 7 quarters. The position peaked at $5K in Q4 2017. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Reilly Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 30 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $4K.
Reilly Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 7 quarters.
Reilly Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5K in Q4 2017.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.