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

AlphaMark 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
Q4 		$3.83M Buy
33,145
+4,178
+14% +$488K 1.66% 18
2024
Q3 		$3.46M Buy
28,967
+24,347
+527% +$2.88M 1.2% 18
2024
Q2 		$533K Buy
4,620
+1,670
+57% +$191K 0.19% 73
2024
Q1 		$342K Buy
+2,950
New +$342K 0.12% 127
2017
Q1 		– Sell
-41
Closed -$5K – 499
2016
Q4 		$5K Hold
41
– – ﹤0.01% 377
2016
Q3 		$5K Hold
41
– – ﹤0.01% 288
2016
Q2 		$5K Buy
+41
New +$5.16K ﹤0.01% 277

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $70.8B AUM 21.68% 1-Year Est. Return

AlphaMark Advisors's IEI Position: Q4 2024 in Review

AlphaMark Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 14% in Q4 2024, buying an estimated $488K and bringing the position to 33,145 shares worth $3.83M. The position accounts for 1.66% of the portfolio, ranked #18.

AlphaMark Advisors first reported a position in IEI in Q2 2016 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • AlphaMark Advisors held 33,145 shares of iShares 3-7 Year Treasury Bond ETF worth $3.83M as of Q4 2024.
  • AlphaMark Advisors bought 4,178 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $488K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.66% of AlphaMark Advisors's portfolio in Q4 2024, its #18 holding.
  • AlphaMark Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and has held it in 7 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.