RGT Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

RGT Wealth 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
2022 Q3	$24K	Sell	212 -1,811	-90%	-$214K	﹤0.01%	97
2022 Q2	$241K	Buy	2,023 +162	+9%	+$19.4K	0.04%	73
2022 Q1	$227K	Sell	1,861 -2,184	-54%	-$274K	0.04%	73
2021 Q4	$520K	Buy	+4,045	New	+$522K	0.08%	57

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RGT Wealth Advisors's IEI Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 90% in Q3 2022, selling an estimated $214K and leaving 212 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

RGT Wealth Advisors first reported a position in IEI in Q4 2021 and has held it in 4 quarters since. The position peaked at $520K in Q4 2021. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

RGT Wealth Advisors held 212 shares of iShares 3-7 Year Treasury Bond ETF worth $24K as of Q3 2022.
RGT Wealth Advisors sold 1,811 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $214K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #97 holding.
RGT Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $520K in Q4 2021.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.