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

Certus 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
2023
Q4 		– Sell
-1,976
Closed -$224K – 57
2023
Q3 		$224K Sell
1,976
-3,031
-61% -$347K 0.21% 53
2023
Q2 		$577K Buy
+5,007
New +$586K 0.57% 40

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Certus Wealth Management's IEI Position: Q4 2023 in Review

Certus Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 1,976 shares — an estimated $224K sold.

Certus Wealth Management first reported a position in IEI in Q2 2023 and held it in 2 quarters. The position peaked at $577K in Q2 2023. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

  • Certus Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Certus Wealth Management sold 1,976 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $224K.
  • Certus Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Certus Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $577K in Q2 2023.
  • 664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Certus Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.