Baker Avenue Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-40	Closed	-$4.53K	–	885
2023 Q3	$4.53K	Buy	40 +20	+100%	+$2.29K	﹤0.01%	968
2023 Q2	$2.31K	Hold	20	–	–	﹤0.01%	961
2023 Q1	$2.35K	Sell	20 -130	-87%	-$15.1K	﹤0.01%	961
2022 Q4	$17.2K	Buy	+150	New	+$17.2K	﹤0.01%	639

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Baker Avenue Asset Management's IEI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 40 shares — an estimated $4.53K sold.

Baker Avenue Asset Management first reported a position in IEI in Q4 2022 and held it in 4 quarters. The position peaked at $17.2K in Q4 2022. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Baker Avenue Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 40 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $4.53K.
Baker Avenue Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $17.2K in Q4 2022.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.