Spectrum Planning & Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Spectrum Planning & Advisory Services’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 Q4	–	Sell	-2,816	Closed	-$322K	–	46
2022 Q3	$322K	Sell	2,816 -568	-17%	-$67.2K	0.33%	40
2022 Q2	$404K	Buy	3,384 +49	+1%	+$5.86K	0.42%	33
2022 Q1	$407K	Buy	3,335 +30	+0.9%	+$3.76K	0.37%	32
2021 Q4	$425K	Buy	3,305 +135	+4%	+$17.4K	0.39%	34
2021 Q3	$413K	Sell	3,170 -110	-3%	-$14.4K	0.4%	36
2021 Q2	$428K	Sell	3,280 -42	-1%	-$5.48K	0.41%	36
2021 Q1	$431K	Sell	3,322 -114	-3%	-$15K	0.44%	34
2020 Q4	$457K	Buy	+3,436	New	+$457K	0.49%	32

Other funds holding IEI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Spectrum Planning & Advisory Services's IEI Position: Q4 2022 in Review

Spectrum Planning & Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 2,816 shares — an estimated $322K sold.

Spectrum Planning & Advisory Services first reported a position in IEI in Q4 2020 and held it in 8 quarters. The position peaked at $457K in Q4 2020. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Spectrum Planning & Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 2,816 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $322K.
Spectrum Planning & Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
Spectrum Planning & Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $457K in Q4 2020.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.