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Rowland Carmichael Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rowland Carmichael 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
2020
Q4 		$294K Buy
2,212
+2,198
+15,700% +$292K 0.09% 236
2020
Q3 		$2K Hold
14
– – ﹤0.01% 344
2020
Q2 		$2K Hold
14
– – ﹤0.01% 341
2020
Q1 		$2K Buy
+14
New +$1.8K ﹤0.01% 320

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's IEI Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15,700% in Q4 2020, buying an estimated $292K and bringing the position to 2,212 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #236.

Rowland Carmichael Advisors first reported a position in IEI in Q1 2020 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

  • Rowland Carmichael Advisors held 2,212 shares of iShares 3-7 Year Treasury Bond ETF worth $294K as of Q4 2020.
  • Rowland Carmichael Advisors bought 2,198 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $292K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #236 holding.
  • Rowland Carmichael Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.