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

Destination 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 Q1	–	Sell	-3,614	Closed	-$415K	–	220
2022 Q4	$415K	Buy	+3,614	New	+$414K	0.02%	150
2020 Q2	–	Sell	-11,367	Closed	-$1.52M	–	154
2020 Q1	$1.52M	Buy	+11,367	New	+$1.46M	0.09%	88
2019 Q3	–	Sell	-223	Closed	-$28K	–	296
2019 Q2	$28K	Hold	223	–	–	﹤0.01%	345
2019 Q1	$27K	Hold	223	–	–	﹤0.01%	357
2018 Q4	$27K	Sell	223 -32	-13%	-$3.82K	﹤0.01%	333
2018 Q3	$30K	Buy	255 +32	+14%	+$3.83K	﹤0.01%	357
2018 Q2	$27K	Hold	223	–	–	﹤0.01%	319
2018 Q1	$27K	Buy	+223	New	+$26.9K	﹤0.01%	312

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 22.9% 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

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

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

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

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

Destination Wealth Management's IEI Position: Q1 2023 in Review

Destination Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 3,614 shares — an estimated $415K sold.

Destination Wealth Management first reported a position in IEI in Q1 2018 and held it in 8 quarters. The position peaked at $1.52M in Q1 2020. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Destination Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Destination Wealth Management sold 3,614 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $415K.
Destination Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and held it in 8 quarters.
Destination Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.52M in Q1 2020.
581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Destination Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.