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Roosevelt Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Roosevelt Investment Group’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
-1,635
Closed -$212K – 253
2021
Q1 		$212K Buy
+1,635
New +$215K 0.01% 228

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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roosevelt Investment Group's IEI Position: Q2 2021 in Review

Roosevelt Investment Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 1,635 shares — an estimated $212K sold.

Roosevelt Investment Group first reported a position in IEI in Q1 2021 and held it in 1 quarter. The position peaked at $212K in Q1 2021. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

  • Roosevelt Investment Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Roosevelt Investment Group sold 1,635 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $212K.
  • Roosevelt Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Roosevelt Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $212K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Roosevelt Investment Group's 13F filing for Q2 2021, filed 11 Aug 2021.