Smart Money Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Smart Money Group’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
2021 Q3	–	Sell	-45,886	Closed	-$6.13M	–	67
2021 Q2	$6.13M	Buy	+45,886	New	+$5.99M	7.03%	3
2020 Q4	–	Sell	-32,993	Closed	-$4.41M	–	70
2020 Q3	$4.41M	Sell	32,993 -12,946	-28%	-$1.73M	1.9%	16
2020 Q2	$6.14M	Buy	45,939 +18,003	+64%	+$2.4M	3.63%	5
2020 Q1	$3.73M	Buy	+27,936	New	+$3.6M	2.62%	10

Other funds holding IEI

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

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

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smart Money Group's IEI Position: Q3 2021 in Review

Smart Money Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 45,886 shares — an estimated $6.13M sold.

Smart Money Group first reported a position in IEI in Q1 2020 and held it in 4 quarters. The position peaked at $6.14M in Q2 2020. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Smart Money Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Smart Money Group sold 45,886 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $6.13M.
Smart Money Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
Smart Money Group's iShares 3-7 Year Treasury Bond ETF position peaked at $6.14M in Q2 2020.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Smart Money Group's 13F filing for Q3 2021, filed 29 Oct 2021.