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

Consultiva 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 Q3	–	Sell	-1,088	Closed	-$125K	–	33
2023 Q2	$125K	Hold	1,088	–	–	3.17%	5
2023 Q1	$128K	Hold	1,088	–	–	3.28%	5
2022 Q4	$125K	Hold	1,088	–	–	3.25%	5
2022 Q3	$124K	Hold	1,088	–	–	3.48%	5
2022 Q2	$130K	Hold	1,088	–	–	3.64%	6
2022 Q1	$133K	Hold	1,088	–	–	3.19%	5
2021 Q4	$140K	Hold	1,088	–	–	3.19%	6
2021 Q3	$141K	Buy	+1,088	New	+$143K	3.24%	7
2021 Q1	$141K	Hold	1,088	–	–	3.06%	8
2020 Q4	$145K	Buy	+1,088	New	+$145K	3.38%	7
2019 Q2	$142K	Buy	+1,088	New	+$135K	2.89%	8

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Consultiva Wealth Management's IEI Position: Q3 2023 in Review

Consultiva Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 1,088 shares — an estimated $125K sold.

Consultiva Wealth Management first reported a position in IEI in Q2 2019 and held it in 11 quarters. The position peaked at $145K in Q4 2020. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

Consultiva Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Consultiva Wealth Management sold 1,088 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $125K.
Consultiva Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 11 quarters.
Consultiva Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $145K in Q4 2020.
593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.