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	–	505
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%	57
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

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Command Advisory Services's IEI Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 4 shares — an estimated $462 sold.

First Command Advisory Services first reported a position in IEI in Q4 2017 and held it in 7 quarters. The position peaked at $8.35K in Q1 2023. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

First Command Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 4 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $462.
First Command Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 7 quarters.
First Command Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $8.35K in Q1 2023.
725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.