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Axiom Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Axiom Advisory’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
Q3 		$736K Buy
6,225
+140
+2% +$16.5K 0.01% 186
2024
Q2 		$697K Buy
+6,085
New +$697K 0.01% 187

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axiom Advisory's IEI Position: Q3 2024 in Review

Axiom Advisory increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q3 2024, buying an estimated $16.5K and bringing the position to 6,225 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #186.

Axiom Advisory first reported a position in IEI in Q2 2024 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Axiom Advisory held 6,225 shares of iShares 3-7 Year Treasury Bond ETF worth $736K as of Q3 2024.
  • Axiom Advisory bought 140 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $16.5K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #186 holding.
  • Axiom Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.