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

Ropes 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
2021
Q1 		– Sell
-25
Closed -$3K – 492
2020
Q4 		$3K Buy
+25
New +$3.32K ﹤0.01% 607
2019
Q3 		– Sell
-28
Closed -$4K – 572
2019
Q2 		$4K Buy
+28
New +$3.46K ﹤0.01% 526

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's IEI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in IEI in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 25 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $4K in Q2 2019.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.