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Halpern Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Halpern Financial’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
-274
Closed -$32K – 234
2023
Q4 		$32K Buy
+274
New +$31.3K 0.01% 118
2020
Q2 		– Sell
-108
Closed -$14.4K – 183
2020
Q1 		$14.4K Sell
108
-222
-67% -$28.6K 0.01% 72
2019
Q4 		$41.5K Buy
+330
New +$41.7K 0.03% 62

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Halpern Financial's IEI Position: Q1 2024 in Review

Halpern Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 274 shares — an estimated $32K sold.

Halpern Financial first reported a position in IEI in Q4 2019 and held it in 3 quarters. The position peaked at $41.5K in Q4 2019. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Halpern Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 274 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $32K.
  • Halpern Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Halpern Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $41.5K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.