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Wellesley Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wellesley Investment Partners’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 		$1.65M Buy
12,321
+2,289
+23% +$306K 0.56% 20
2020
Q2 		$1.34M Buy
10,032
+1,175
+13% +$157K 0.47% 19
2020
Q1 		$1.18M Buy
8,857
+707
+9% +$91.1K 0.47% 22
2019
Q4 		$1.02M Buy
+8,150
New +$1.03M 0.31% 38

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellesley Investment Partners's IEI Position: Q3 2020 in Review

Wellesley Investment Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 23% in Q3 2020, buying an estimated $306K and bringing the position to 12,321 shares worth $1.65M. The position accounts for 0.56% of the portfolio, ranked #20.

Wellesley Investment Partners first reported a position in IEI in Q4 2019 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Wellesley Investment Partners held 12,321 shares of iShares 3-7 Year Treasury Bond ETF worth $1.65M as of Q3 2020.
  • Wellesley Investment Partners bought 2,289 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $306K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.56% of Wellesley Investment Partners's portfolio in Q3 2020, its #20 holding.
  • Wellesley Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.