Total Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Total Investment 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
2021 Q3	–	Sell	-14,093	Closed	-$1.84M	–	59
2021 Q2	$1.84M	Buy	+14,093	New	+$1.84M	0.32%	20
2020 Q3	–	Sell	-2,588	Closed	-$346K	–	48
2020 Q2	$346K	Buy	+2,588	New	+$345K	0.12%	21

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

PCA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Total Investment Management's IEI Position: Q3 2021 in Review

Total Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 14,093 shares — an estimated $1.84M sold.

Total Investment Management first reported a position in IEI in Q2 2020 and held it in 2 quarters. The position peaked at $1.84M in Q2 2021. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Total Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Total Investment Management sold 14,093 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $1.84M.
Total Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
Total Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.84M in Q2 2021.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Total Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.