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

Brophy 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	$441K	Buy	+3,688	New	+$436K	0.16%	138

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

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

Brophy Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024: 3,688 shares worth $441K. The stake represents 0.16% of the portfolio and ranks #138 among its holdings.

724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

Brophy Wealth Management held 3,688 shares of iShares 3-7 Year Treasury Bond ETF worth $441K as of Q3 2024.
iShares 3-7 Year Treasury Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares 3-7 Year Treasury Bond ETF made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #138 holding.
724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.