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

TCWP’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	-165	Closed	-$20K	–	950
2022 Q1	$20K	Buy	+165	New	+$20.7K	﹤0.01%	703

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

TCWP's IEI Position: Q2 2022 in Review

TCWP sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 165 shares — an estimated $20K sold.

TCWP first reported a position in IEI in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

TCWP reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 165 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $20K.
TCWP first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares 3-7 Year Treasury Bond ETF position peaked at $20K in Q1 2022.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.