TWP
IEI icon

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

TFO Wealth Partners’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
2021
Q2 		– Sell
-446
Closed -$58K – 138
2021
Q1 		$58K Hold
446
– – 0.02% 69
2020
Q4 		$59K Hold
446
– – 0.02% 43
2020
Q3 		$60K Hold
446
– – 0.02% 46
2020
Q2 		$60K Hold
446
– – 0.02% 47
2020
Q1 		$59K Buy
+446
New +$57.5K 0.03% 53

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's IEI Position: Q2 2021 in Review

TFO Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 446 shares — an estimated $58K sold.

TFO Wealth Partners first reported a position in IEI in Q1 2020 and held it in 5 quarters. The position peaked at $60K in Q3 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

  • TFO Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 446 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $58K.
  • TFO Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
  • TFO Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $60K in Q3 2020.
  • 489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.