Sanford Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sanford Advisory Services’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	$360K	Hold	3,133	–	–	0.09%	102
2022 Q3	$358K	Hold	3,133	–	–	0.1%	78
2022 Q2	$374K	Hold	3,133	–	–	0.11%	77
2022 Q1	$382K	Hold	3,133	–	–	0.1%	76
2021 Q4	$403K	Sell	3,133 -1,487	-32%	-$192K	0.09%	76
2021 Q3	$601K	Sell	4,620 -495	-10%	-$64.9K	0.15%	58
2021 Q2	$668K	Hold	5,115	–	–	0.17%	53
2021 Q1	$664K	Hold	5,115	–	–	0.19%	49
2020 Q4	$680K	Buy	+5,115	New	+$680K	0.22%	46

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sanford Advisory Services's IEI Position: Q4 2022 in Review

Sanford Advisory Services held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2022 at 3,133 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #102.

Sanford Advisory Services first reported a position in IEI in Q4 2020 and has held it in 9 quarters since. The position peaked at $680K in Q4 2020. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Sanford Advisory Services held 3,133 shares of iShares 3-7 Year Treasury Bond ETF worth $360K as of Q4 2022.
Sanford Advisory Services left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2022.
iShares 3-7 Year Treasury Bond ETF made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #102 holding.
Sanford Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $680K in Q4 2020.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.