Good Life Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Good Life Advisors’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 Q4	–	Sell	-7,056	Closed	-$844K	–	544
2024 Q3	$844K	Buy	+7,056	New	+$834K	0.05%	246
2021 Q2	–	Sell	-2,896	Closed	-$377K	–	332
2021 Q1	$377K	Buy	+2,896	New	+$381K	0.08%	198
2020 Q2	–	Sell	-3,013	Closed	-$403K	–	261
2020 Q1	$403K	Buy	+3,013	New	+$388K	0.15%	122
2017 Q4	–	Sell	-1,739	Closed	-$213K	–	235
2017 Q3	$213K	Buy	1,739 +76	+5%	+$9.42K	0.08%	188
2017 Q2	$202K	Sell	1,663 -876	-35%	-$108K	0.09%	194
2017 Q1	$312K	Sell	2,539 -1,787	-41%	-$219K	0.15%	126
2016 Q4	$531K	Buy	+4,326	New	+$536K	0.31%	58

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Good Life Advisors's IEI Position: Q4 2024 in Review

Good Life Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 7,056 shares — an estimated $844K sold.

Good Life Advisors first reported a position in IEI in Q4 2016 and held it in 7 quarters. The position peaked at $844K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Good Life Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 7,056 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $844K.
Good Life Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 7 quarters.
Good Life Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $844K in Q3 2024.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.