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Sonata Capital Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sonata Capital 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
2020
Q4 		– Sell
-1,500
Closed -$200K – 125
2020
Q3 		$200K Hold
1,500
– – 0.12% 117
2020
Q2 		$201K Hold
1,500
– – 0.13% 108
2020
Q1 		$200K Buy
+1,500
New +$193K 0.15% 102

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sonata Capital Group's IEI Position: Q4 2020 in Review

Sonata Capital Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2020, closing a stake of 1,500 shares — an estimated $200K sold.

Sonata Capital Group first reported a position in IEI in Q1 2020 and held it in 3 quarters. The position peaked at $201K in Q2 2020. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

  • Sonata Capital Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sonata Capital Group sold 1,500 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $200K.
  • Sonata Capital Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 3 quarters.
  • Sonata Capital Group's iShares 3-7 Year Treasury Bond ETF position peaked at $201K in Q2 2020.
  • 510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on Sonata Capital Group's 13F filing for Q4 2020, filed 29 Jan 2021.