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S.A. Mason’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

S.A. Mason’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
Q4 		– Sell
-700
Closed -$80K – 317
2022
Q3 		$80K Hold
700
– – 0.06% 222
2022
Q2 		$84K Hold
700
– – 0.06% 220
2022
Q1 		$85K Hold
700
– – 0.05% 232
2021
Q4 		$90K Buy
700
+60
+9% +$7.75K 0.05% 226
2021
Q3 		$83K Hold
640
– – 0.05% 223
2021
Q2 		$84K Hold
640
– – 0.06% 216
2021
Q1 		$83K Hold
640
– – 0.06% 210
2020
Q4 		$85K Hold
640
– – 0.07% 202
2020
Q3 		$85K Sell
640
-135
-17% -$18K 0.08% 181
2020
Q2 		$104K Hold
775
– – 0.11% 164
2020
Q1 		$103K Buy
775
+685
+761% +$88.3K 0.13% 157
2019
Q4 		$11K Buy
+90
New +$11.4K 0.01% 340

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return