Shepherd Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Shepherd Financial Partners’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 Q4	–	Sell	-4,342	Closed	-$553K	–	127
2019 Q3	$553K	Sell	4,342 -132	-3%	-$16.7K	0.14%	85
2019 Q2	$563K	Buy	4,474 +80	+2%	+$9.89K	0.11%	89
2019 Q1	$541K	Buy	4,394 +558	+15%	+$67.9K	0.1%	87
2018 Q4	$467K	Buy	3,836 +2,106	+122%	+$251K	0.1%	89
2018 Q3	$209K	Hold	1,730	–	–	0.05%	124
2018 Q2	$208K	Buy	+1,730	New	+$207K	0.05%	124

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

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

PCA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Shepherd Financial Partners's IEI Position: Q4 2019 in Review

Shepherd Financial Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019, closing a stake of 4,342 shares — an estimated $553K sold.

Shepherd Financial Partners first reported a position in IEI in Q2 2018 and held it in 6 quarters. The position peaked at $563K in Q2 2019. 406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

Shepherd Financial Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Shepherd Financial Partners sold 4,342 iShares 3-7 Year Treasury Bond ETF shares in Q4 2019, an estimated $553K.
Shepherd Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 6 quarters.
Shepherd Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $563K in Q2 2019.
406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on Shepherd Financial Partners's 13F filing for Q4 2019, filed 31 Jan 2020.