ShoreHaven Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ShoreHaven Wealth 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
2022 Q2	–	Sell	-8,279	Closed	-$1.01M	–	81
2022 Q1	$1.01M	Sell	8,279 -29,870	-78%	-$3.75M	0.53%	40
2021 Q4	$4.91M	Sell	38,149 -191	-0.5%	-$24.7K	2.43%	15
2021 Q3	$4.99M	Buy	38,340 +4,613	+14%	+$605K	2.6%	14
2021 Q2	$4.4M	Buy	33,727 +638	+2%	+$83.3K	2.37%	15
2021 Q1	$4.3M	Buy	33,089 +863	+3%	+$114K	2.33%	14
2020 Q4	$4.29M	Buy	+32,226	New	+$4.28M	2.4%	14

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ShoreHaven Wealth Partners's IEI Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 8,279 shares — an estimated $1.01M sold.

ShoreHaven Wealth Partners first reported a position in IEI in Q4 2020 and held it in 6 quarters. The position peaked at $4.99M in Q3 2021. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 8,279 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $1.01M.
ShoreHaven Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
ShoreHaven Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $4.99M in Q3 2021.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.