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

EisnerAmper Wealth Management Corporate Benefits’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
Q3 		– Sell
-1,861
Closed -$222K – 43
2022
Q2 		$222K Buy
+1,861
New +$222K 0.12% 42

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Financial Engines Advisors
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Envestnet Asset Management
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's IEI Position: Q3 2022 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 1,861 shares — an estimated $222K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IEI in Q2 2022 and held it in 1 quarter. The position peaked at $222K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 1,861 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $222K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • EisnerAmper Wealth Management Corporate Benefits's iShares 3-7 Year Treasury Bond ETF position peaked at $222K in Q2 2022.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2022, filed 3 Oct 2022.