Squar Milner Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Squar Milner Financial 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
2020 Q2	–	Sell	-57	Closed	-$7K	–	438
2020 Q1	$7K	Hold	57	–	–	﹤0.01%	571
2019 Q4	$7K	Buy	+57	New	+$7.2K	﹤0.01%	612
2019 Q3	–	Sell	-57	Closed	-$7K	–	442
2019 Q2	$7K	Hold	57	–	–	﹤0.01%	554
2019 Q1	$7K	Hold	57	–	–	0.01%	589
2018 Q4	$7K	Hold	57	–	–	0.01%	522
2018 Q3	$7K	Sell	57 -279	-83%	-$33.4K	0.01%	553
2018 Q2	$40K	Buy	+336	New	+$40.2K	0.04%	367

Other funds holding IEI

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

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

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

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

PCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's IEI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 57 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in IEI in Q2 2018 and held it in 7 quarters. The position peaked at $40K in Q2 2018. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 57 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $7K.
Squar Milner Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $40K in Q2 2018.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.