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

GSB 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
-8
Closed -$967 – 219
2023
Q1 		$967 Buy
+8
New +$930 ﹤0.01% 216

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GSB Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 8 shares — an estimated $967 sold.

GSB Wealth Management first reported a position in IEI in Q1 2023 and held it in 1 quarter. The position peaked at $967 in Q1 2023. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • GSB Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • GSB Wealth Management sold 8 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $967.
  • GSB Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • GSB Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $967 in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on GSB Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.