Strategic Wealth Partners Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Wealth Partners 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
2022 Q1	–	Sell	-2,647	Closed	-$340K	–	59
2021 Q4	$340K	Buy	2,647 +4	+0.2%	+$516	0.06%	55
2021 Q3	$344K	Buy	+2,643	New	+$347K	0.07%	53
2021 Q1	$423K	Sell	3,263 -294	-8%	-$38.7K	0.09%	43
2020 Q4	$473K	Sell	3,557 -145	-4%	-$19.3K	0.1%	41
2020 Q3	$495K	Sell	3,702 -2,045	-36%	-$273K	0.12%	37
2020 Q2	$768K	Buy	+5,747	New	+$766K	0.19%	31

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Wealth Partners Group's IEI Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 2,647 shares — an estimated $340K sold.

Strategic Wealth Partners Group first reported a position in IEI in Q2 2020 and held it in 6 quarters. The position peaked at $768K in Q2 2020. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Strategic Wealth Partners Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 2,647 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $340K.
Strategic Wealth Partners Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Strategic Wealth Partners Group's iShares 3-7 Year Treasury Bond ETF position peaked at $768K in Q2 2020.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.