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

Aevitas 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
Q4 		$2.89M Buy
25,132
+12,202
+94% +$1.4M 1.71% 16
2022
Q3 		$1.48M Buy
+12,930
New +$1.53M 1.11% 25

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aevitas Wealth Management's IEI Position: Q4 2022 in Review

Aevitas Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 94% in Q4 2022, buying an estimated $1.4M and bringing the position to 25,132 shares worth $2.89M. The position accounts for 1.71% of the portfolio, ranked #16.

Aevitas Wealth Management first reported a position in IEI in Q3 2022 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Aevitas Wealth Management held 25,132 shares of iShares 3-7 Year Treasury Bond ETF worth $2.89M as of Q4 2022.
  • Aevitas Wealth Management bought 12,202 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.4M.
  • iShares 3-7 Year Treasury Bond ETF made up 1.71% of Aevitas Wealth Management's portfolio in Q4 2022, its #16 holding.
  • Aevitas Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.