Guardian Wealth Advisors (North Carolina)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-119	Closed	-$13.9K	–	463
2023 Q4	$13.9K	Buy	+119	New	+$13.6K	﹤0.01%	367
2022 Q3	–	Sell	-43	Closed	-$5K	–	353
2022 Q2	$5K	Hold	43	–	–	﹤0.01%	312
2022 Q1	$5K	Hold	43	–	–	﹤0.01%	226
2021 Q4	$6K	Buy	+43	New	+$5.55K	﹤0.01%	216

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 22.9% 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

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

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

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

Guardian Wealth Advisors (North Carolina)'s IEI Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 119 shares — an estimated $13.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IEI in Q4 2021 and held it in 4 quarters. The position peaked at $13.9K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 119 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $13.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 3-7 Year Treasury Bond ETF position peaked at $13.9K in Q4 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.