Tuttle Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tuttle Capital 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	-5,080	Closed	-$663K	–	197
2021 Q2	$663K	Buy	+5,080	New	+$663K	0.29%	133
2021 Q1	–	Sell	-37,604	Closed	-$5M	–	268
2020 Q4	$5M	Sell	37,604 -119,252	-76%	-$15.9M	3.86%	5
2020 Q3	$21M	Buy	+156,856	New	+$21M	14.44%	1

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tuttle Capital Management's IEI Position: Q3 2021 in Review

Tuttle Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 5,080 shares — an estimated $663K sold.

Tuttle Capital Management first reported a position in IEI in Q3 2020 and held it in 3 quarters. The position peaked at $21M in Q3 2020. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

Tuttle Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Tuttle Capital Management sold 5,080 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $663K.
Tuttle Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
Tuttle Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $21M in Q3 2020.
496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.