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 New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

1834 Investment Advisors's IEI Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in IEI in Q3 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2019. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

1834 Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 5 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $1K.
1834 Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 11 quarters.
1834 Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q4 2019.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.