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

Stearns Financial Services 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 Q3	$36.9M	Buy	276,511 +8,960	+3%	+$1.2M	5.78%	6
2020 Q2	$35.8M	Sell	267,551 -2,080	-0.8%	-$277K	5.62%	6
2020 Q1	$36M	Buy	269,631 +38,785	+17%	+$5M	6.38%	4
2019 Q4	$29M	Buy	230,846 +12,734	+6%	+$1.61M	4.8%	8
2019 Q3	$27.7M	Buy	218,112 +14,640	+7%	+$1.85M	4.88%	8
2019 Q2	$25.6M	Buy	203,472 +14,455	+8%	+$1.79M	4.67%	7
2019 Q1	$23.3M	Buy	189,017 +48,673	+35%	+$5.93M	4.4%	7
2018 Q4	$17M	Buy	140,344 +140,274	+200,391%	+$16.7M	3.49%	8
2018 Q3	$8K	Buy	+70	New	+$8.37K	﹤0.01%	167

Other funds holding IEI

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stearns Financial Services Group's IEI Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.3% in Q3 2020, buying an estimated $1.2M and bringing the position to 276,511 shares worth $36.9M. The position accounts for 5.78% of the portfolio, ranked #6.

Stearns Financial Services Group first reported a position in IEI in Q3 2018 and has held it in 9 quarters since. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Stearns Financial Services Group held 276,511 shares of iShares 3-7 Year Treasury Bond ETF worth $36.9M as of Q3 2020.
Stearns Financial Services Group bought 8,960 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $1.2M.
iShares 3-7 Year Treasury Bond ETF made up 5.78% of Stearns Financial Services Group's portfolio in Q3 2020, its #6 holding.
Stearns Financial Services Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and has held it in 9 quarters since.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.