Core Wealth Advisors (Florida)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q3	–	Sell	-300	Closed	-$36K	–	225
2022 Q2	$36K	Buy	+300	New	+$35.9K	0.02%	81
2021 Q2	–	Sell	-30,934	Closed	-$4.02M	–	193
2021 Q1	$4.02M	Buy	30,934 +4,564	+17%	+$600K	3.54%	8
2020 Q4	$3.51M	Sell	26,370 -4,151	-14%	-$552K	3.13%	8
2020 Q3	$4.08M	Buy	30,521 +4,289	+16%	+$573K	3.82%	8
2020 Q2	$3.51M	Sell	26,232 -21,918	-46%	-$2.92M	3.09%	11
2020 Q1	$6.42M	Buy	48,150 +2,525	+6%	+$325K	4.89%	7
2019 Q4	$5.74M	Buy	+45,625	New	+$5.76M	3.29%	13

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s IEI Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 300 shares — an estimated $36K sold.

Core Wealth Advisors (Florida) first reported a position in IEI in Q4 2019 and held it in 7 quarters. The position peaked at $6.42M in Q1 2020. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 300 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $36K.
Core Wealth Advisors (Florida) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s iShares 3-7 Year Treasury Bond ETF position peaked at $6.42M in Q1 2020.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.