All Season Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

All Season Financial 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	$1.83M	Buy	+15,313	New	+$1.81M	1.56%	22
2024 Q2	–	Sell	-5,641	Closed	-$653K	–	101
2024 Q1	$653K	Buy	5,641 +990	+21%	+$115K	0.54%	46
2023 Q4	$545K	Buy	+4,651	New	+$531K	0.46%	61
2023 Q3	–	Sell	-54,693	Closed	-$6.3M	–	97
2023 Q2	$6.3M	Sell	54,693 -9,508	-15%	-$1.11M	5.66%	3
2023 Q1	$7.55M	Buy	+64,201	New	+$7.46M	6.84%	1

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.96% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

All Season Financial Advisors's IEI Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024: 15,313 shares worth $1.83M. The stake represents 1.56% of the portfolio and ranks #22 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in IEI as recently as Q1 2024.

All Season Financial Advisors first reported a position in IEI in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.55M in Q1 2023. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

All Season Financial Advisors held 15,313 shares of iShares 3-7 Year Treasury Bond ETF worth $1.83M as of Q3 2024.
iShares 3-7 Year Treasury Bond ETF was a new All Season Financial Advisors position in Q3 2024.
iShares 3-7 Year Treasury Bond ETF made up 1.56% of All Season Financial Advisors's portfolio in Q3 2024, its #22 holding.
All Season Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
All Season Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.55M in Q1 2023.
725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.