SQA
IEI icon

Simon Quick Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Simon Quick 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
2020
Q2 		– Sell
-1,086
Closed -$145K – 469
2020
Q1 		$145K Buy
+1,086
New +$140K 0.05% 98
2019
Q3 		– Sell
-27
Closed -$3.4K – 438
2019
Q2 		$3.4K Buy
+27
New +$3.34K ﹤0.01% 310
2017
Q4 		– Sell
-100
Closed -$12K – 514
2017
Q3 		$12K Hold
100
– – ﹤0.01% 408
2017
Q2 		$12K Hold
100
– – 0.01% 227
2017
Q1 		$12K Buy
+100
New +$12.3K 0.01% 248

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simon Quick Advisors's IEI Position: Q2 2020 in Review

Simon Quick Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 1,086 shares — an estimated $145K sold.

Simon Quick Advisors first reported a position in IEI in Q1 2017 and held it in 5 quarters. The position peaked at $145K in Q1 2020. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

  • Simon Quick Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 1,086 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $145K.
  • Simon Quick Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 5 quarters.
  • Simon Quick Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $145K in Q1 2020.
  • 492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.