Divergent Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Divergent Wealth Advisors’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
2024 Q3	$3.69M	Buy	30,824 +365	+1%	+$43.1K	0.67%	12
2024 Q2	$3.52M	Buy	30,459 +6,029	+25%	+$691K	0.68%	12
2024 Q1	$2.83M	Sell	24,430 -262	-1%	-$30.4K	0.57%	12
2023 Q4	$2.89M	Buy	24,692 +5,933	+32%	+$677K	0.61%	13
2023 Q3	$2.12M	Buy	18,759 +3,938	+27%	+$450K	0.48%	13
2023 Q2	$1.71M	Buy	14,821 +882	+6%	+$103K	0.38%	15
2023 Q1	$1.64M	Buy	13,939 +3,178	+30%	+$369K	0.38%	17
2022 Q4	$1.24M	Buy	10,761 +1,374	+15%	+$158K	0.31%	18
2022 Q3	$1.07M	Buy	+9,387	New	+$1.11M	0.29%	15

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Divergent Wealth Advisors's IEI Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.2% in Q3 2024, buying an estimated $43.1K and bringing the position to 30,824 shares worth $3.69M. The position accounts for 0.67% of the portfolio, ranked #12.

Divergent Wealth Advisors first reported a position in IEI in Q3 2022 and has held it in 9 quarters since. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

Divergent Wealth Advisors held 30,824 shares of iShares 3-7 Year Treasury Bond ETF worth $3.69M as of Q3 2024.
Divergent Wealth Advisors bought 365 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $43.1K.
iShares 3-7 Year Treasury Bond ETF made up 0.67% of Divergent Wealth Advisors's portfolio in Q3 2024, its #12 holding.
Divergent Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.