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

Alera 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
2024
Q3 		$779K Buy
6,515
+443
+7% +$52.4K 0.09% 89
2024
Q2 		$701K Buy
+6,072
New +$696K 0.08% 96

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's IEI Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.3% in Q3 2024, buying an estimated $52.4K and bringing the position to 6,515 shares worth $779K. The position accounts for 0.09% of the portfolio, ranked #89.

Alera Investment Advisors first reported a position in IEI in Q2 2024 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Alera Investment Advisors held 6,515 shares of iShares 3-7 Year Treasury Bond ETF worth $779K as of Q3 2024.
  • Alera Investment Advisors bought 443 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $52.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #89 holding.
  • Alera Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.