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DFPG Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DFPG Investments’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
Q4 		$351K Buy
2,998
+711
+31% +$81.1K 0.03% 483
2023
Q3 		$258K Buy
+2,287
New +$262K 0.02% 506

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DFPG Investments's IEI Position: Q4 2023 in Review

DFPG Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 31% in Q4 2023, buying an estimated $81.1K and bringing the position to 2,998 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #483.

DFPG Investments first reported a position in IEI in Q3 2023 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

  • DFPG Investments held 2,998 shares of iShares 3-7 Year Treasury Bond ETF worth $351K as of Q4 2023.
  • DFPG Investments bought 711 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $81.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #483 holding.
  • DFPG Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.