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

HighMark 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
2022
Q1 		– Sell
-68
Closed – – 525
2021
Q4 		$0 Buy
+68
New +$8.78K ﹤0.01% 509

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Creative Planning
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighMark Wealth Management's IEI Position: Q1 2022 in Review

HighMark Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 68 shares.

HighMark Wealth Management first reported a position in IEI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • HighMark Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 68 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022.
  • HighMark Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • HighMark Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $0 in Q4 2021.
  • 536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on HighMark Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.