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Gerber Kawasaki Wealth & Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 653
2021
Q3 		$1K Buy
+1
New +$131 ﹤0.01% 982

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IEI Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IEI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 iShares 3-7 Year Treasury Bond ETF share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1K in Q3 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.