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Elevation Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-37
Closed -$4.26K – 356
2023
Q2 		$4.26K Buy
+37
New +$4.33K ﹤0.01% 287

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Elevation Wealth Partners's IEI Position: Q3 2023 in Review

Elevation Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 37 shares — an estimated $4.26K sold.

Elevation Wealth Partners first reported a position in IEI in Q2 2023 and held it in 1 quarter. The position peaked at $4.26K in Q2 2023. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Elevation Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 37 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $4.26K.
  • Elevation Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $4.26K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.