Semmax Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Semmax Financial 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
2019 Q3	–	Sell	-44	Closed	-$6K	–	309
2019 Q2	$6K	Sell	44 -3,998	-99%	-$494K	﹤0.01%	211
2019 Q1	$498K	Buy	4,042 +2,918	+260%	+$355K	0.34%	80
2018 Q4	$136K	Buy	+1,124	New	+$134K	0.11%	133

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Semmax Financial Advisors's IEI Position: Q3 2019 in Review

Semmax Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2019, closing a stake of 44 shares — an estimated $6K sold.

Semmax Financial Advisors first reported a position in IEI in Q4 2018 and held it in 3 quarters. The position peaked at $498K in Q1 2019. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

Semmax Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Semmax Financial Advisors sold 44 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $6K.
Semmax Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 3 quarters.
Semmax Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $498K in Q1 2019.
369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Semmax Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.