SVB Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SVB Wealth’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	-829	Closed	-$101K	–	793
2022 Q1	$101K	Hold	829	–	–	﹤0.01%	724
2021 Q4	$106K	Hold	829	–	–	﹤0.01%	736
2021 Q3	$107K	Hold	829	–	–	﹤0.01%	936
2021 Q2	$108K	Hold	829	–	–	﹤0.01%	919
2021 Q1	$107K	Hold	829	–	–	﹤0.01%	864
2020 Q4	$110K	Hold	829	–	–	﹤0.01%	793
2020 Q3	$111K	Hold	829	–	–	﹤0.01%	672
2020 Q2	$110K	Hold	829	–	–	﹤0.01%	573
2020 Q1	$110K	Sell	829 -2,673	-76%	-$344K	﹤0.01%	493
2019 Q4	$441K	Buy	+3,502	New	+$442K	0.01%	436

Other funds holding IEI

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SVB Wealth's IEI Position: Q2 2022 in Review

SVB Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 829 shares — an estimated $101K sold.

SVB Wealth first reported a position in IEI in Q4 2019 and held it in 10 quarters. The position peaked at $441K in Q4 2019. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

SVB Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 829 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $101K.
SVB Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $441K in Q4 2019.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.