Baldwin Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-85	Closed	-$10K	–	775
2023 Q1	$10K	Hold	85	–	–	﹤0.01%	614
2022 Q4	$9.77K	Hold	85	–	–	﹤0.01%	610
2022 Q3	$10K	Sell	85 -24	-22%	-$2.84K	﹤0.01%	521
2022 Q2	$13K	Hold	109	–	–	﹤0.01%	510
2022 Q1	$13K	Buy	+109	New	+$13.7K	﹤0.01%	514

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 22.96% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baldwin Wealth Partners's IEI Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 85 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in IEI in Q1 2022 and held it in 5 quarters. The position peaked at $13K in Q2 2022. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Baldwin Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 85 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $10K.
Baldwin Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Baldwin Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q2 2022.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.