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Buckingham Strategic Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$48.3M Buy
418,437
+11,035
+3% +$1.26M 0.5% 34
2024
Q1 		$47.2M Buy
407,402
+4,396
+1% +$510K 0.5% 32
2023
Q4 		$47.2M Buy
403,006
+47,057
+13% +$5.37M 0.56% 27
2023
Q3 		$40.3M Buy
355,949
+15,385
+5% +$1.76M 0.57% 26
2023
Q2 		$39.3M Sell
340,564
-20,193
-6% -$2.36M 0.56% 25
2023
Q1 		$41.4M Hold
360,757
– – 0.75% 16
2022
Q4 		$41.4M Buy
360,757
+3,880
+1% +$445K 0.75% 16
2022
Q3 		$40.8M Buy
356,877
+27,004
+8% +$3.2M 0.83% 16
2022
Q2 		$39.4M Sell
329,873
-70,396
-18% -$8.41M 0.78% 17
2022
Q1 		$48.9M Buy
400,269
+190,606
+91% +$23.9M 0.96% 15
2021
Q4 		$27M Buy
209,663
+12,924
+7% +$1.67M 0.52% 28
2021
Q3 		$25.6M Sell
196,739
-14,833
-7% -$1.95M 0.52% 26
2021
Q2 		$27.6M Sell
211,572
-5,988
-3% -$782K 0.67% 22
2021
Q1 		$28.3M Buy
217,560
+29,339
+16% +$3.86M 1.39% 13
2020
Q4 		$25M Buy
188,221
+26,248
+16% +$3.49M 1.31% 12
2020
Q3 		$21.6M Buy
161,973
+51,763
+47% +$6.92M 1.66% 12
2020
Q2 		$14.7M Buy
+110,210
New +$14.7M 1.4% 18
2017
Q1 		– Sell
-2,708
Closed -$332K – 264
2016
Q4 		$332K Buy
+2,708
New +$336K 0.11% 153

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Buckingham Strategic Wealth's IEI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.7% in Q2 2024, buying an estimated $1.26M and bringing the position to 418,437 shares worth $48.3M. The position accounts for 0.5% of the portfolio, ranked #34.

Buckingham Strategic Wealth first reported a position in IEI in Q4 2016 and has held it in 18 quarters since. The position peaked at $48.9M in Q1 2022. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • Buckingham Strategic Wealth held 418,437 shares of iShares 3-7 Year Treasury Bond ETF worth $48.3M as of Q2 2024.
  • Buckingham Strategic Wealth bought 11,035 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.26M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.5% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #34 holding.
  • Buckingham Strategic Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $48.9M in Q1 2022.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.