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

BDO Wealth 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 Q2	$138K	Hold	1,200	–	–	0.02%	298
2023 Q1	$141K	Sell	1,200 -3,600	-75%	-$418K	0.02%	279
2022 Q4	$551K	Buy	+4,800	New	+$550K	0.07%	166
2022 Q2	–	Sell	-5	Closed	-$1K	–	1073
2022 Q1	$1K	Sell	5 -140	-97%	-$17.6K	﹤0.01%	996
2021 Q4	$19K	Sell	145 -4	-3%	-$516	﹤0.01%	628
2021 Q3	$19K	Hold	149	–	–	﹤0.01%	622
2021 Q2	$19K	Sell	149 -200	-57%	-$26.1K	﹤0.01%	636
2021 Q1	$45K	Sell	349 -4,841	-93%	-$637K	0.01%	468
2020 Q4	$690K	Sell	5,190 -73	-1%	-$9.71K	0.1%	130
2020 Q3	$703K	Sell	5,263 -269	-5%	-$35.9K	0.11%	118
2020 Q2	$740K	Buy	5,532 +313	+6%	+$41.7K	0.13%	111
2020 Q1	$696K	Sell	5,219 -2,735	-34%	-$352K	0.14%	109
2019 Q4	$1M	Buy	7,954 +3,420	+75%	+$432K	0.26%	76
2019 Q3	$575K	Buy	+4,534	New	+$573K	0.15%	109

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BDO Wealth Advisors's IEI Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2023 at 1,200 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #298.

BDO Wealth Advisors first reported a position in IEI in Q3 2019 and has held it in 14 quarters since. The position peaked at $1M in Q4 2019. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

BDO Wealth Advisors held 1,200 shares of iShares 3-7 Year Treasury Bond ETF worth $138K as of Q2 2023.
BDO Wealth Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #298 holding.
BDO Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 14 quarters since.
BDO Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1M in Q4 2019.
608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.