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

GDS Wealth Management’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	–	Sell	-63,528	Closed	-$7.47M	–	123
2023 Q1	$7.47M	Buy	63,528 +5,153	+9%	+$599K	1.32%	26
2022 Q4	$6.71M	Buy	58,375 +4,719	+9%	+$541K	1.28%	30
2022 Q3	$6.13M	Buy	53,656 +4,383	+9%	+$519K	1.37%	28
2022 Q2	$5.88M	Sell	49,273 -3,500	-7%	-$418K	1.32%	30
2022 Q1	$6.34M	Buy	52,773 +2,367	+5%	+$297K	1.4%	20
2021 Q4	$6.49M	Buy	+50,406	New	+$6.51M	1.45%	17

Other funds holding IEI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CSIA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

GDS Wealth Management's IEI Position: Q2 2023 in Review

GDS Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 63,528 shares — an estimated $7.47M sold.

GDS Wealth Management first reported a position in IEI in Q4 2021 and held it in 6 quarters. The position peaked at $7.47M in Q1 2023. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

GDS Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
GDS Wealth Management sold 63,528 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $7.47M.
GDS Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
GDS Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.47M in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on GDS Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.