Sunflower Bank Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	–	Sell	-1,955	Closed	-$261K	–	119
2020 Q2	$261K	Sell	1,955 -285	-13%	-$38K	0.09%	111
2020 Q1	$299K	Buy	2,240 +120	+6%	+$15.5K	0.11%	97
2019 Q4	$267K	Sell	2,120 -1,650	-44%	-$208K	0.08%	116
2019 Q3	$478K	Sell	3,770 -2,655	-41%	-$335K	0.15%	90
2019 Q2	$808K	Sell	6,425 -5	-0.1%	-$618	0.26%	58
2019 Q1	$792K	Sell	6,430 -6,260	-49%	-$762K	0.24%	63
2018 Q4	$1.54M	Sell	12,690 -80	-0.6%	-$9.54K	0.49%	35
2018 Q3	$1.52M	Buy	12,770 +550	+5%	+$65.8K	0.43%	36
2018 Q2	$1.47M	Buy	12,220 +5	+0%	+$598	0.43%	37
2018 Q1	$1.47M	Buy	12,215 +10	+0.1%	+$1.21K	0.41%	40
2017 Q4	$1.49M	Buy	+12,205	New	+$1.5M	0.4%	38

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

Sunflower Bank Wealth Management's IEI Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 1,955 shares — an estimated $261K sold.

Sunflower Bank Wealth Management first reported a position in IEI in Q4 2017 and held it in 11 quarters. The position peaked at $1.54M in Q4 2018. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 1,955 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $261K.
Sunflower Bank Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Sunflower Bank Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.54M in Q4 2018.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.