BA
IEI icon

Ballast Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ballast 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
2023
Q3 		– Sell
-373
Closed -$43K – 181
2023
Q2 		$43K Hold
373
– – 0.02% 151
2023
Q1 		$43.9K Hold
373
– – 0.02% 152
2022
Q4 		$42.9K Hold
373
– – 0.02% 149
2022
Q3 		$43K Hold
373
– – 0.02% 144
2022
Q2 		$45K Hold
373
– – 0.02% 145
2022
Q1 		$46K Hold
373
– – 0.02% 152
2021
Q4 		$48K Hold
373
– – 0.02% 155
2021
Q3 		$49K Hold
373
– – 0.02% 148
2021
Q2 		$49K Hold
373
– – 0.02% 150
2021
Q1 		$48K Hold
373
– – 0.02% 145
2020
Q4 		$50K Hold
373
– – 0.03% 135
2020
Q3 		$50K Buy
+373
New +$49.8K 0.03% 128

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return