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HBW Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HBW Advisory Services’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
-4,297
Closed -$514K – 394
2024
Q3 		$514K Buy
4,297
+744
+21% +$87.9K 0.08% 196
2024
Q2 		$410K Sell
3,553
-5,169
-59% -$593K 0.07% 214
2024
Q1 		$1.02M Hold
8,722
– – 0.19% 124
2023
Q4 		$1.02M Buy
8,722
+1,177
+16% +$134K 0.19% 124
2023
Q3 		$854K Buy
7,545
+3,770
+100% +$431K 0.18% 132
2023
Q2 		$435K Buy
+3,775
New +$442K 0.09% 192
2021
Q2 		– Sell
-1,914
Closed -$249K – 264
2021
Q1 		$249K Buy
1,914
+318
+20% +$41.8K 0.07% 206
2020
Q4 		$212K Sell
1,596
-7,641
-83% -$1.02M 0.06% 204
2020
Q3 		$1.23M Sell
9,237
-744
-7% -$99.4K 0.51% 66
2020
Q2 		$1.33M Buy
9,981
+7,460
+296% +$994K 0.62% 57
2020
Q1 		$336K Buy
+2,521
New +$325K 0.24% 82
2019
Q4 		– Sell
-13,598
Closed -$1.72M – 144
2019
Q3 		$1.72M Buy
+13,598
New +$1.72M 1.65% 30

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
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

HBW Advisory Services's IEI Position: Q4 2024 in Review

HBW Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 4,297 shares — an estimated $514K sold.

HBW Advisory Services first reported a position in IEI in Q3 2019 and held it in 12 quarters. The position peaked at $1.72M in Q3 2019. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • HBW Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HBW Advisory Services sold 4,297 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $514K.
  • HBW Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 12 quarters.
  • HBW Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $1.72M in Q3 2019.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.