True Link Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

True Link Financial Advisors’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 Q1	–	Sell	-1,350	Closed	-$174K	–	196
2021 Q4	$174K	Hold	1,350	–	–	0.02%	268
2021 Q3	$176K	Sell	1,350 -125	-8%	-$16.4K	0.02%	250
2021 Q2	$193K	Sell	1,475 -18,715	-93%	-$2.44M	0.03%	207
2021 Q1	$2.62M	Buy	20,190 +500	+3%	+$65.8K	0.38%	29
2020 Q4	$2.62M	Buy	+19,690	New	+$2.62M	0.41%	27

Other funds holding IEI

PCA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

True Link Financial Advisors's IEI Position: Q1 2022 in Review

True Link Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 1,350 shares — an estimated $174K sold.

True Link Financial Advisors first reported a position in IEI in Q4 2020 and held it in 5 quarters. The position peaked at $2.62M in Q1 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

True Link Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 1,350 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $174K.
True Link Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.62M in Q1 2021.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.