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

Davidson 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
2023
Q1 		– Sell
-24
Closed -$2.76K – 113
2022
Q4 		$2.76K Buy
+24
New +$2.75K ﹤0.01% 95

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Envestnet Asset Management
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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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Davidson Capital Management's IEI Position: Q1 2023 in Review

Davidson Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 24 shares — an estimated $2.76K sold.

Davidson Capital Management first reported a position in IEI in Q4 2022 and held it in 1 quarter. The position peaked at $2.76K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Davidson Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Davidson Capital Management sold 24 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.76K.
  • Davidson Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Davidson Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.76K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.