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Aspen Grove Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Aspen Grove Capital’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
-2,260
Closed -$260K – 166
2022
Q4 		$260K Buy
+2,260
New +$259K 0.12% 123

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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 22.9% 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

Aspen Grove Capital's IEI Position: Q1 2023 in Review

Aspen Grove Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 2,260 shares — an estimated $260K sold.

Aspen Grove Capital first reported a position in IEI in Q4 2022 and held it in 1 quarter. The position peaked at $260K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Aspen Grove Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Aspen Grove Capital sold 2,260 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $260K.
  • Aspen Grove Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Aspen Grove Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $260K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Aspen Grove Capital's 13F filing for Q1 2023, filed 15 May 2023.