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

Cassady Schiller 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
Q4 		$693 Buy
+6
New +$700 ﹤0.01% 880
2023
Q3 		– Sell
-124
Closed -$14.3K – 462
2023
Q2 		$14.3K Buy
+124
New +$14.5K 0.01% 314
2023
Q1 		– Sell
-456
Closed -$52.4K – 478
2022
Q4 		$52.4K Buy
+456
New +$52.3K 0.03% 190

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cassady Schiller Wealth Management's IEI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024: 6 shares worth $693. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IEI as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in IEI in Q4 2022 and has held it in 3 quarters since. The position peaked at $52.4K in Q4 2022. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of iShares 3-7 Year Treasury Bond ETF worth $693 as of Q4 2024.
  • iShares 3-7 Year Treasury Bond ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #880 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $52.4K in Q4 2022.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.