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Ciovacco Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ciovacco Capital 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
Q1 		– Sell
-2,237
Closed -$262K – 24
2023
Q4 		$262K Sell
2,237
-210
-9% -$24K 0.19% 23
2023
Q3 		$277K Sell
2,447
-118
-5% -$13.5K 0.23% 22
2023
Q2 		$295K Sell
2,565
-91
-3% -$10.7K 0.24% 23
2023
Q1 		$312K Sell
2,656
-188
-7% -$21.8K 0.48% 22
2022
Q4 		$326K Sell
2,844
-1
-0% -$115 1.69% 12
2022
Q3 		$325K Sell
2,845
-89
-3% -$10.5K 1.58% 13
2022
Q2 		$350K Sell
2,934
-85
-3% -$10.2K 1.03% 16
2022
Q1 		$368K Sell
3,019
-513
-15% -$64.4K 0.33% 16
2021
Q4 		$455K Buy
3,532
+9
+0.3% +$1.16K 0.27% 20
2021
Q3 		$459K Sell
3,523
-62
-2% -$8.13K 0.32% 22
2021
Q2 		$468K Hold
3,585
– – 0.34% 20
2021
Q1 		$465K Sell
3,585
-35
-1% -$4.6K 0.38% 27
2020
Q4 		$481K Buy
+3,620
New +$481K 0.41% 28

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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Ciovacco Capital Management's IEI Position: Q1 2024 in Review

Ciovacco Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 2,237 shares — an estimated $262K sold.

Ciovacco Capital Management first reported a position in IEI in Q4 2020 and held it in 13 quarters. The position peaked at $481K in Q4 2020. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Ciovacco Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Ciovacco Capital Management sold 2,237 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $262K.
  • Ciovacco Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
  • Ciovacco Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $481K in Q4 2020.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Ciovacco Capital Management's 13F filing for Q1 2024, filed 10 May 2024.