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

TI-Trust’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
2019 Q4	$5K	Buy	+36	New	+$4.55K	﹤0.01%	306

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

TI-Trust's IEI Position: Q4 2019 in Review

TI-Trust opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2019: 36 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings.

406 funds tracked by Wall St. Rank hold IEI as of Q4 2019.

TI-Trust held 36 shares of iShares 3-7 Year Treasury Bond ETF worth $5K as of Q4 2019.
iShares 3-7 Year Treasury Bond ETF was a new TI-Trust position in Q4 2019.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of TI-Trust's portfolio in Q4 2019, its #306 holding.
406 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.