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

Windsor Wealth 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 Q1	–	Sell	-10,421	Closed	-$1.34M	–	237
2021 Q4	$1.34M	Sell	10,421 -3,255	-24%	-$420K	0.25%	86
2021 Q3	$1.78M	Buy	13,676 +7,584	+124%	+$995K	0.37%	52
2021 Q2	$795K	Buy	6,092 +2,517	+70%	+$329K	0.17%	114
2021 Q1	$464K	Sell	3,575 -17,439	-83%	-$2.29M	0.11%	142
2020 Q4	$2.79M	Buy	21,014 +17,394	+480%	+$2.31M	0.71%	32
2020 Q3	$482K	Buy	+3,620	New	+$484K	0.14%	129

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Windsor Wealth Management's IEI Position: Q1 2022 in Review

Windsor Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 10,421 shares — an estimated $1.34M sold.

Windsor Wealth Management first reported a position in IEI in Q3 2020 and held it in 6 quarters. The position peaked at $2.79M in Q4 2020. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Windsor Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Windsor Wealth Management sold 10,421 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.34M.
Windsor Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 6 quarters.
Windsor Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.79M in Q4 2020.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.