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

Beacon Bridge 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
2024 Q1	–	Sell	-1,862	Closed	-$218K	–	100
2023 Q4	$218K	Sell	1,862 -354	-16%	-$40.4K	0.11%	94
2023 Q3	$251K	Sell	2,216 -332	-13%	-$38K	0.13%	75
2023 Q2	$294K	Buy	2,548 +7	+0.3%	+$820	0.15%	64
2023 Q1	$299K	Sell	2,541 -192	-7%	-$22.3K	0.18%	62
2022 Q4	$314K	Buy	+2,733	New	+$313K	0.23%	57

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

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

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

Beacon Bridge Wealth Partners's IEI Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 1,862 shares — an estimated $218K sold.

Beacon Bridge Wealth Partners first reported a position in IEI in Q4 2022 and held it in 5 quarters. The position peaked at $314K in Q4 2022. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 1,862 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $218K.
Beacon Bridge Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $314K in Q4 2022.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.