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Summit Securities Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Summit Securities 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
Q2 		– Sell
-5
Closed -$1K – 1080
2022
Q1 		$1K Buy
+5
New +$627 ﹤0.01% 1061

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Securities Group's IEI Position: Q2 2022 in Review

Summit Securities Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Summit Securities Group first reported a position in IEI in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

  • Summit Securities Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 5 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $1K.
  • Summit Securities Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.