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Sowa Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sowa Financial 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
-2,717
Closed -$355K – 69
2021
Q2 		$355K Sell
2,717
-805
-23% -$105K 0.26% 52
2021
Q1 		$457K Sell
3,522
-5,281
-60% -$695K 0.32% 41
2020
Q4 		$1.17M Sell
8,803
-2,425
-22% -$322K 0.79% 26
2020
Q3 		$1.5M Sell
11,228
-1,701
-13% -$227K 1.07% 21
2020
Q2 		$1.73M Buy
12,929
+1,072
+9% +$143K 1.31% 21
2020
Q1 		$1.58M Buy
11,857
+10,484
+764% +$1.35M 1.39% 18
2019
Q4 		$173K Buy
+1,373
New +$173K 0.14% 64

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowa Financial Group's IEI Position: Q3 2021 in Review

Sowa Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 2,717 shares — an estimated $355K sold.

Sowa Financial Group first reported a position in IEI in Q4 2019 and held it in 7 quarters. The position peaked at $1.73M in Q2 2020. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • Sowa Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,717 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $355K.
  • Sowa Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
  • Sowa Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.73M in Q2 2020.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Sowa Financial Group's 13F filing for Q3 2021, filed 7 Oct 2021.