SIAS
IEI icon

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

Shine Investment 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
2020
Q1 		– Sell
-119
Closed -$15K – 737
2019
Q4 		$15K Hold
119
– – 0.01% 510
2019
Q3 		$15K Buy
+119
New +$15K 0.01% 493

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
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

Shine Investment Advisory Services's IEI Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2020, closing a stake of 119 shares — an estimated $15K sold.

Shine Investment Advisory Services first reported a position in IEI in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 461 funds tracked by Wall St. Rank hold IEI as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 119 iShares 3-7 Year Treasury Bond ETF shares in Q1 2020, an estimated $15K.
  • Shine Investment Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Shine Investment Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $15K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.