Bridge Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-2,662	Closed	-$301K	–	130
2023 Q3	$301K	Sell	2,662 -1,372	-34%	-$157K	0.11%	119
2023 Q2	$465K	Buy	4,034 +1,385	+52%	+$162K	0.17%	90
2023 Q1	$312K	Sell	2,649 -41,559	-94%	-$4.83M	0.12%	96
2022 Q4	$5.08M	Sell	44,208 -3,799	-8%	-$436K	2.12%	13
2022 Q3	$5.49M	Sell	48,007 -5,466	-10%	-$647K	2.68%	10
2022 Q2	$6.38M	Sell	53,473 -10,023	-16%	-$1.2M	3.08%	8
2022 Q1	$7.75M	Sell	63,496 -72,514	-53%	-$9.1M	3.38%	9
2021 Q4	$17.5M	Sell	136,010 -36,923	-21%	-$4.77M	7.91%	2
2021 Q3	$22.5M	Sell	172,933 -6,980	-4%	-$915K	11.09%	2
2021 Q2	$23.5M	Sell	179,913 -25,559	-12%	-$3.34M	11.97%	2
2021 Q1	$26.7M	Sell	205,472 -62,640	-23%	-$8.24M	16.57%	1
2020 Q4	$35.7M	Buy	+268,112	New	+$35.6M	16.81%	1

Other funds holding IEI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bridge Advisory's IEI Position: Q4 2023 in Review

Bridge Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 2,662 shares — an estimated $301K sold.

Bridge Advisory first reported a position in IEI in Q4 2020 and held it in 12 quarters. The position peaked at $35.7M in Q4 2020. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Bridge Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 2,662 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $301K.
Bridge Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
Bridge Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $35.7M in Q4 2020.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.