Baystate Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Baystate Wealth 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	$9.61K	Sell	82 -58	-41%	-$6.62K	﹤0.01%	729
2023 Q3	$15.8K	Sell	140 -164	-54%	-$18.8K	﹤0.01%	505
2023 Q2	$35.1K	Buy	304 +201	+195%	+$23.5K	﹤0.01%	378
2023 Q1	$12.1K	Sell	103 -41	-28%	-$4.76K	﹤0.01%	527
2022 Q4	$17K	Sell	144 -3,196	-96%	-$366K	﹤0.01%	488
2022 Q3	$382K	Buy	3,340 +1,478	+79%	+$175K	0.04%	141
2022 Q2	$222K	Buy	+1,862	New	+$223K	0.02%	165

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.2B AUM 21.09% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baystate Wealth Management's IEI Position: Q4 2023 in Review

Baystate Wealth Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 41% in Q4 2023, selling an estimated $6.62K and leaving 82 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Baystate Wealth Management first reported a position in IEI in Q2 2022 and has held it in 7 quarters since. The position peaked at $382K in Q3 2022. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Baystate Wealth Management held 82 shares of iShares 3-7 Year Treasury Bond ETF worth $9.61K as of Q4 2023.
Baystate Wealth Management sold 58 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $6.62K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #729 holding.
Baystate Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
Baystate Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $382K in Q3 2022.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.