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Heritage Wealth Management (Arizona)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$230 Buy
2
+1
+100% +$115 ﹤0.01% 1061
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1055
2022
Q2 		$119 Sell
1
-62
-98% -$7.41K ﹤0.01% 977
2022
Q1 		$8K Buy
+63
New +$7.91K ﹤0.01% 736
2021
Q3 		$15K Hold
113
– – 0.01% 597
2021
Q2 		$15K Buy
+113
New +$14.8K 0.01% 599

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IEI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 100% in Q4 2022, buying an estimated $115 and bringing the position to 2 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Heritage Wealth Management (Arizona) first reported a position in IEI in Q2 2021 and has held it in 6 quarters since. The position peaked at $15K in Q3 2021. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2 shares of iShares 3-7 Year Treasury Bond ETF worth $230 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1 iShares 3-7 Year Treasury Bond ETF share in Q4 2022, an estimated $115.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1061 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares 3-7 Year Treasury Bond ETF position peaked at $15K in Q3 2021.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.