Wealthspire Advisors (Maryland)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$10M	Buy	+75,042	New	+$10M	0.35%	40
2019 Q2	–	Sell	-137	Closed	-$17K	–	1174
2019 Q1	$17K	Hold	137	–	–	﹤0.01%	1339
2018 Q4	$17K	Hold	137	–	–	﹤0.01%	1265
2018 Q3	$16K	Hold	137	–	–	﹤0.01%	1387
2018 Q2	$16K	Hold	137	–	–	﹤0.01%	1396
2018 Q1	$17K	Hold	137	–	–	﹤0.01%	1344
2017 Q4	$17K	Buy	+137	New	+$16.8K	﹤0.01%	1375

Other funds holding IEI

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020: 75,042 shares worth $10M. The stake represents 0.35% of the portfolio and ranks #40 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in IEI as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in IEI in Q4 2017 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Wealthspire Advisors (Maryland) held 75,042 shares of iShares 3-7 Year Treasury Bond ETF worth $10M as of Q3 2020.
iShares 3-7 Year Treasury Bond ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
iShares 3-7 Year Treasury Bond ETF made up 0.35% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #40 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.