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

DB Wealth Management Group’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
Q1 		– Sell
-96
Closed -$12K – 344
2021
Q4 		$12K Buy
+96
New +$12.4K 0.01% 260

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DB Wealth Management Group's IEI Position: Q1 2022 in Review

DB Wealth Management Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 96 shares — an estimated $12K sold.

DB Wealth Management Group first reported a position in IEI in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • DB Wealth Management Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • DB Wealth Management Group sold 96 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $12K.
  • DB Wealth Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • DB Wealth Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $12K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.