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

Able 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
2024
Q1 		– Sell
-6
Closed -$703 – 308
2023
Q4 		$703 Buy
+6
New +$685 ﹤0.01% 536

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Able Wealth Management's IEI Position: Q1 2024 in Review

Able Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 6 shares — an estimated $703 sold.

Able Wealth Management first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $703 in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Able Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 6 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $703.
  • Able Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $703 in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.