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Boston Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boston Financial 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
2022
Q4 		– Sell
-22,754
Closed -$2.6M – 322
2022
Q3 		$2.6M Buy
22,754
+8,871
+64% +$1.05M 0.11% 110
2022
Q2 		$1.66M Buy
+13,883
New +$1.66M 0.07% 128

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Boston Financial Management's IEI Position: Q4 2022 in Review

Boston Financial Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 22,754 shares — an estimated $2.6M sold.

Boston Financial Management first reported a position in IEI in Q2 2022 and held it in 2 quarters. The position peaked at $2.6M in Q3 2022. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Boston Financial Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Boston Financial Management sold 22,754 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $2.6M.
  • Boston Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Boston Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.6M in Q3 2022.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Boston Financial Management's 13F filing for Q4 2022, filed 27 Jan 2023.