FCAS
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First Command Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First Command Advisory Services’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 		– Sell
-4
Closed -$462 – 506
2024
Q2 		$462 Hold
4
– – ﹤0.01% 478
2024
Q1 		$463 Hold
4
– – ﹤0.01% 527
2023
Q4 		$469 Buy
+4
New +$456 ﹤0.01% 461
2023
Q2 		– Sell
-71
Closed -$8.35K – 118
2023
Q1 		$8.35K Buy
+71
New +$8.25K ﹤0.01% 33
2021
Q1 		– Sell
-86
Closed – – 38
2020
Q4 		$0 Buy
+86
New +$11.4K ﹤0.01% 58
2018
Q2 		– Sell
-14
Closed -$1K – 29
2018
Q1 		$1K Sell
14
-2
-13% -$241 ﹤0.01% 22
2017
Q4 		$2K Buy
+16
New +$1.97K ﹤0.01% 30

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Fidelity Investments
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Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return