First Capital Advisors Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First Capital Advisors Group’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 Q2	$44.2K	Hold	383	–	–	0.02%	318
2023 Q1	$45.1K	Sell	383 -1	-0.3%	-$116	0.03%	172
2022 Q4	$44.1K	Hold	384	–	–	0.03%	182
2022 Q3	$44K	Buy	+384	New	+$45.5K	0.04%	161
2022 Q2	–	Sell	-69,004	Closed	-$8.42M	–	172
2022 Q1	$8.42M	Sell	69,004 -1,675	-2%	-$210K	5.53%	1
2021 Q4	$9.09M	Buy	+70,679	New	+$9.13M	4.98%	2

Other funds holding IEI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

First Capital Advisors Group's IEI Position: Q2 2023 in Review

First Capital Advisors Group held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2023 at 383 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #318.

First Capital Advisors Group first reported a position in IEI in Q4 2021 and has held it in 6 quarters since. The position peaked at $9.09M in Q4 2021. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

First Capital Advisors Group held 383 shares of iShares 3-7 Year Treasury Bond ETF worth $44.2K as of Q2 2023.
First Capital Advisors Group left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #318 holding.
First Capital Advisors Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 6 quarters since.
First Capital Advisors Group's iShares 3-7 Year Treasury Bond ETF position peaked at $9.09M in Q4 2021.
608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.