Vanguard Personalized Indexing Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vanguard Personalized Indexing 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
2022 Q2	–	Sell	-4,007	Closed	-$489K	–	1296
2022 Q1	$489K	Buy	+4,007	New	+$503K	0.02%	840
2021 Q4	–	Sell	-3,710	Closed	-$483K	–	1083
2021 Q3	$483K	Buy	+3,710	New	+$487K	0.04%	531
2020 Q4	–	Sell	-2,944	Closed	-$393K	–	564
2020 Q3	$393K	Buy	+2,944	New	+$393K	0.11%	219

Other funds holding IEI

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

PCA

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

Vanguard Personalized Indexing Management's IEI Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 4,007 shares — an estimated $489K sold.

Vanguard Personalized Indexing Management first reported a position in IEI in Q3 2020 and held it in 3 quarters. The position peaked at $489K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Vanguard Personalized Indexing Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,007 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $489K.
Vanguard Personalized Indexing Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
Vanguard Personalized Indexing Management's iShares 3-7 Year Treasury Bond ETF position peaked at $489K in Q1 2022.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.