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Wealth Quarterback’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealth Quarterback’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 		$27K Sell
200
-51
-20% -$6.69K 0.02% 319
2021
Q2 		$33K Buy
+251
New +$32.8K 0.02% 284
2020
Q2 		– Sell
-612
Closed -$81.6K – 408
2020
Q1 		$81.6K Sell
612
-174
-22% -$22.4K 0.07% 165
2019
Q4 		$99K Buy
+786
New +$99.3K 0.09% 161

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Quarterback's IEI Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q3 2021, selling an estimated $6.69K and leaving 200 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #319.

Wealth Quarterback first reported a position in IEI in Q4 2019 and has held it in 4 quarters since. The position peaked at $99K in Q4 2019. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • Wealth Quarterback held 200 shares of iShares 3-7 Year Treasury Bond ETF worth $27K as of Q3 2021.
  • Wealth Quarterback sold 51 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $6.69K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #319 holding.
  • Wealth Quarterback first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares 3-7 Year Treasury Bond ETF position peaked at $99K in Q4 2019.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.