GWM
IEI icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return