Strategic Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Asset Management’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	$95K	Hold	844	–	–	0.16%	92
2022 Q2	$101K	Hold	844	–	–	0.16%	95
2022 Q1	$103K	Sell	844 -88	-9%	-$11K	0.15%	102
2021 Q4	$120K	Sell	932 -5,742	-86%	-$741K	0.17%	85
2021 Q3	$867K	Buy	+6,674	New	+$875K	1.22%	16

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

Strategic Asset Management's IEI Position: Q3 2022 in Review

Strategic Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2022 at 844 shares worth $95K. The position accounts for 0.16% of the portfolio, ranked #92.

Strategic Asset Management first reported a position in IEI in Q3 2021 and has held it in 5 quarters since. The position peaked at $867K in Q3 2021. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Strategic Asset Management held 844 shares of iShares 3-7 Year Treasury Bond ETF worth $95K as of Q3 2022.
Strategic Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2022.
iShares 3-7 Year Treasury Bond ETF made up 0.16% of Strategic Asset Management's portfolio in Q3 2022, its #92 holding.
Strategic Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $867K in Q3 2021.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.