Bray Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bray Capital 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
2024 Q4	$23.1K	Hold	200	–	–	0.01%	210
2024 Q3	$23.9K	Hold	200	–	–	0.01%	210
2024 Q2	$23.1K	Hold	200	–	–	0.01%	207
2024 Q1	$23.2K	Hold	200	–	–	0.01%	213
2023 Q4	$23.4K	Hold	200	–	–	0.01%	209
2023 Q3	$22.6K	Hold	200	–	–	0.01%	208
2023 Q2	$23.1K	Hold	200	–	–	0.01%	208
2023 Q1	$23.5K	Hold	200	–	–	0.01%	214
2022 Q4	$23K	Hold	200	–	–	0.01%	215
2022 Q3	$23K	Hold	200	–	–	0.01%	222
2022 Q2	$24K	Hold	200	–	–	0.01%	218
2022 Q1	$24K	Hold	200	–	–	0.01%	225
2021 Q4	$26K	Hold	200	–	–	0.01%	225
2021 Q3	$26K	Hold	200	–	–	0.01%	221
2021 Q2	$26K	Hold	200	–	–	0.01%	219
2021 Q1	$26K	Hold	200	–	–	0.01%	210
2020 Q4	$27K	Hold	200	–	–	0.01%	214
2020 Q3	$27K	Hold	200	–	–	0.01%	204
2020 Q2	$27K	Hold	200	–	–	0.01%	205
2020 Q1	$27K	Hold	200	–	–	0.01%	201
2019 Q4	$25K	Hold	200	–	–	0.01%	214
2019 Q3	$25K	Hold	200	–	–	0.01%	218
2019 Q2	$25K	Hold	200	–	–	0.01%	226
2019 Q1	$25K	Hold	200	–	–	0.01%	222
2018 Q4	$24K	Sell	200 -198	-50%	-$23.6K	0.01%	226
2018 Q3	$47K	Hold	398	–	–	0.02%	203
2018 Q2	$48K	Hold	398	–	–	0.02%	208
2018 Q1	$48K	Buy	+398	New	+$48K	0.02%	208
2015 Q4	–	Sell	-90	Closed	-$11K	–	207
2015 Q3	$11K	Hold	90	–	–	0.01%	322
2015 Q2	$11K	Buy	+90	New	+$11.1K	0.01%	345

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bray Capital Advisors's IEI Position: Q4 2024 in Review

Bray Capital Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2024 at 200 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #210.

Bray Capital Advisors first reported a position in IEI in Q2 2015 and has held it in 30 quarters since. The position peaked at $48K in Q2 2018. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Bray Capital Advisors held 200 shares of iShares 3-7 Year Treasury Bond ETF worth $23.1K as of Q4 2024.
Bray Capital Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #210 holding.
Bray Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $48K in Q2 2018.
734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.