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American Planning Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

American Planning Services’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
Q1 		– Sell
-1,865
Closed -$214K – 31
2022
Q4 		$214K Buy
1,865
+1,863
+93,150% +$214K 0.21% 24
2022
Q3 		$213 Buy
+2
New +$237 0.26% 25

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Planning Services's IEI Position: Q1 2023 in Review

American Planning Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 1,865 shares — an estimated $214K sold.

American Planning Services first reported a position in IEI in Q3 2022 and held it in 2 quarters. The position peaked at $214K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • American Planning Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • American Planning Services sold 1,865 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $214K.
  • American Planning Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • American Planning Services's iShares 3-7 Year Treasury Bond ETF position peaked at $214K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on American Planning Services's 13F filing for Q1 2023, filed 8 May 2023.