Almanack Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Almanack Investment Partners’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
2023 Q4	–	Sell	-7,251	Closed	-$821K	–	169
2023 Q3	$821K	Sell	7,251 -75	-1%	-$8.58K	0.16%	64
2023 Q2	$844K	Sell	7,326 -563	-7%	-$65.9K	0.15%	67
2023 Q1	$928K	Hold	7,889	–	–	0.18%	65
2022 Q4	$906K	Sell	7,889 -49,132	-86%	-$5.63M	0.19%	57
2022 Q3	$6.52M	Buy	57,021 +28,586	+101%	+$3.38M	1.27%	8
2022 Q2	$3.39M	Buy	28,435 +3,009	+12%	+$360K	0.34%	51
2022 Q1	$3.1M	Buy	+25,426	New	+$3.19M	0.27%	65
2021 Q1	–	Sell	-7,171	Closed	-$954K	–	452
2020 Q4	$954K	Sell	7,171 -432	-6%	-$57.4K	0.11%	117
2020 Q3	$1.01M	Sell	7,603 -11,101	-59%	-$1.48M	0.12%	107
2020 Q2	$2.5M	Sell	18,704 -32,677	-64%	-$4.36M	0.45%	40
2020 Q1	$6.85M	Buy	51,381 +49,258	+2,320%	+$6.35M	1.47%	13
2019 Q4	$267K	Buy	2,123 +473	+29%	+$59.7K	0.05%	159
2019 Q3	$209K	Hold	1,650	–	–	0.04%	201
2019 Q2	$208K	Sell	1,650 -21,500	-93%	-$2.66M	0.05%	172
2019 Q1	$2.85M	Buy	+23,150	New	+$2.82M	0.81%	27

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Almanack Investment Partners's IEI Position: Q4 2023 in Review

Almanack Investment Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 7,251 shares — an estimated $821K sold.

Almanack Investment Partners first reported a position in IEI in Q1 2019 and held it in 15 quarters. The position peaked at $6.85M in Q1 2020. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Almanack Investment Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Almanack Investment Partners sold 7,251 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $821K.
Almanack Investment Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 15 quarters.
Almanack Investment Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $6.85M in Q1 2020.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.