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Atlanta Consulting Group Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atlanta Consulting Group 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 		– Sell
-4,014
Closed -$480K – 171
2024
Q3 		$480K Buy
+4,014
New +$474K 0.12% 136

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Invesco
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Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $82.7B AUM 28.53% 1-Year Est. Return

Atlanta Consulting Group Advisors's IEI Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 4,014 shares — an estimated $480K sold.

Atlanta Consulting Group Advisors first reported a position in IEI in Q3 2024 and held it in 1 quarter. The position peaked at $480K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 4,014 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $480K.
  • Atlanta Consulting Group Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $480K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.