Anchor Pointe Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Anchor Pointe Wealth Management’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	$1.07M	Buy	+9,270	New	+$1.08M	1.39%	23

Other funds holding IEI

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Anchor Pointe Wealth Management's IEI Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024: 9,270 shares worth $1.07M. The stake represents 1.39% of the portfolio and ranks #23 among its holdings.

735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Anchor Pointe Wealth Management held 9,270 shares of iShares 3-7 Year Treasury Bond ETF worth $1.07M as of Q4 2024.
iShares 3-7 Year Treasury Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares 3-7 Year Treasury Bond ETF made up 1.39% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #23 holding.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.