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

Birchcreek 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
2024 Q3	–	Sell	-8,139	Closed	-$940K	–	139
2024 Q2	$940K	Buy	8,139 +4,781	+142%	+$548K	0.53%	43
2024 Q1	$389K	Buy	3,358 +1,611	+92%	+$187K	0.2%	103
2023 Q4	$205K	Buy	+1,747	New	+$199K	0.12%	132
2023 Q3	–	Sell	-1,818	Closed	-$210K	–	136
2023 Q2	$210K	Sell	1,818 -218	-11%	-$25.5K	0.15%	125
2023 Q1	$240K	Buy	+2,036	New	+$237K	0.19%	113
2021 Q1	–	Sell	-521	Closed	-$69K	–	191
2020 Q4	$69K	Buy	+521	New	+$69.3K	0.07%	177

Other funds holding IEI

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Birchcreek Wealth Management's IEI Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 8,139 shares — an estimated $940K sold.

Birchcreek Wealth Management first reported a position in IEI in Q4 2020 and held it in 6 quarters. The position peaked at $940K in Q2 2024. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

Birchcreek Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 8,139 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $940K.
Birchcreek Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
Birchcreek Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $940K in Q2 2024.
724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.