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Colton Groome Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Colton Groome Financial Advisors’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
2025
Q2 		– Sell
-1,691
Closed -$202K – 141
2025
Q1 		$202K Buy
+1,691
New +$197K 0.08% 123
2023
Q3 		– Sell
-10,478
Closed -$1.21M – 116
2023
Q2 		$1.21M Sell
10,478
-6,390
-38% -$748K 0.57% 45
2023
Q1 		$1.98M Buy
+16,868
New +$1.96M 0.95% 29
2019
Q3 		– Sell
-10,339
Closed -$1.3M – 61
2019
Q2 		$1.3M Buy
+10,339
New +$1.28M 1.04% 17

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return