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1834 Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

1834 Investment Advisors’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
Q3 		– Sell
-5
Closed -$1K – 319
2022
Q2 		$1K Hold
5
– – ﹤0.01% 461
2022
Q1 		$1K Hold
5
– – ﹤0.01% 429
2021
Q4 		$1K Hold
5
– – ﹤0.01% 458
2021
Q3 		$1K Buy
5
+1
+25% +$131 ﹤0.01% 469
2021
Q2 		$1K Sell
4
-66
-94% -$8.62K ﹤0.01% 488
2021
Q1 		$9K Buy
70
+2
+3% +$263 ﹤0.01% 396
2020
Q4 		$9K Buy
68
+66
+3,300% +$8.78K ﹤0.01% 377
2020
Q3 		$0 Buy
+2
New +$267 ﹤0.01% 441
2020
Q2 		– Sell
-1
Closed – – 461
2020
Q1 		$0 Sell
1
-103
-99% -$13.3K ﹤0.01% 421
2019
Q4 		$13K Buy
104
+1
+1% +$126 ﹤0.01% 360
2019
Q3 		$13K Buy
+103
New +$13K ﹤0.01% 357

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return