Signet Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Signet Financial Management’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 Q1	–	Sell	-380	Closed	-$49K	–	726
2021 Q4	$49K	Buy	+380	New	+$49.1K	0.01%	481
2018 Q4	–	Sell	-1,592	Closed	-$190K	–	500
2018 Q3	$190K	Sell	1,592 -48	-3%	-$5.74K	0.03%	228
2018 Q2	$197K	Sell	1,640 -928	-36%	-$111K	0.03%	225
2018 Q1	$310K	Sell	2,568 -1,448	-36%	-$175K	0.06%	177
2017 Q4	$491K	Sell	4,016 -2,684	-40%	-$330K	0.09%	149
2017 Q3	$827K	Buy	6,700 +361	+6%	+$44.8K	0.16%	123
2017 Q2	$783K	Sell	6,339 -55	-0.9%	-$6.81K	0.17%	127
2017 Q1	$787K	Sell	6,394 -117	-2%	-$14.4K	0.17%	128
2016 Q4	$798K	Sell	6,511 -895	-12%	-$111K	0.19%	102
2016 Q3	$937K	Sell	7,406 -381	-5%	-$48.2K	0.22%	96
2016 Q2	$992K	Buy	7,787 +545	+8%	+$68.6K	0.23%	84
2016 Q1	$912K	Buy	7,242 +2,333	+48%	+$291K	0.19%	79
2015 Q4	$602K	Buy	4,909 +2,434	+98%	+$301K	0.12%	102
2015 Q3	$309K	Buy	+2,475	New	+$306K	0.07%	132

Other funds holding IEI

PCA

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Signet Financial Management's IEI Position: Q1 2022 in Review

Signet Financial Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 380 shares — an estimated $49K sold.

Signet Financial Management first reported a position in IEI in Q3 2015 and held it in 14 quarters. The position peaked at $992K in Q2 2016. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Signet Financial Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 380 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $49K.
Signet Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and held it in 14 quarters.
Signet Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $992K in Q2 2016.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.