Spearhead Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-10,544	Closed	-$1.26M	–	127
2022 Q2	$1.26M	Buy	10,544 +26	+0.2%	+$3.11K	0.19%	64
2022 Q1	$1.28M	Buy	+10,518	New	+$1.32M	0.16%	66
2021 Q3	–	Sell	-6,058	Closed	-$791K	–	194
2021 Q2	$791K	Buy	6,058 +11	+0.2%	+$1.44K	0.11%	70
2021 Q1	$785K	Buy	6,047 +7	+0.1%	+$921	0.12%	68
2020 Q4	$803K	Buy	6,040 +816	+16%	+$108K	0.13%	67
2020 Q3	$698K	Buy	5,224 +1,910	+58%	+$255K	0.13%	68
2020 Q2	$443K	Buy	3,314 +1,406	+74%	+$187K	0.09%	78
2020 Q1	$254K	Buy	+1,908	New	+$246K	0.07%	90

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Spearhead Capital Advisors's IEI Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 10,544 shares — an estimated $1.26M sold.

Spearhead Capital Advisors first reported a position in IEI in Q1 2020 and held it in 8 quarters. The position peaked at $1.28M in Q1 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Spearhead Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 10,544 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $1.26M.
Spearhead Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
Spearhead Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.28M in Q1 2022.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.