B.O.S.S. Retirement Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

B.O.S.S. Retirement 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 Q1	–	Sell	-6,077	Closed	-$712K	–	176
2023 Q4	$712K	Sell	6,077 -536	-8%	-$61.2K	0.14%	169
2023 Q3	$748K	Sell	6,613 -12	-0.2%	-$1.37K	0.16%	167
2023 Q2	$764K	Buy	6,625 +351	+6%	+$41.1K	0.16%	167
2023 Q1	$738K	Buy	6,274 +184	+3%	+$21.4K	0.17%	156
2022 Q4	$700K	Buy	+6,090	New	+$698K	0.18%	154

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IEI Position: Q1 2024 in Review

B.O.S.S. Retirement Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 6,077 shares — an estimated $712K sold.

B.O.S.S. Retirement Advisors first reported a position in IEI in Q4 2022 and held it in 5 quarters. The position peaked at $764K in Q2 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

B.O.S.S. Retirement Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 6,077 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $712K.
B.O.S.S. Retirement Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $764K in Q2 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.