Vanguard Capital Wealth Advisors
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Vanguard Capital Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vanguard Capital Wealth 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
-2,607
Closed -$335K – 159
2021
Q4 		$335K Buy
2,607
+4
+0.2% +$516 0.24% 92
2021
Q3 		$339K Buy
+2,603
New +$341K 0.23% 89

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IEI Position: Q1 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 2,607 shares — an estimated $335K sold.

Vanguard Capital Wealth Advisors first reported a position in IEI in Q3 2021 and held it in 2 quarters. The position peaked at $339K in Q3 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • Vanguard Capital Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,607 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $335K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 2 quarters.
  • Vanguard Capital Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $339K in Q3 2021.
  • 536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.