HGERS
IEI icon

Householder Group Estate & Retirement Specialist’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$147K Hold
1,273
– – 0.11% 123
2024
Q3 		$152K Buy
1,273
+115
+10% +$13.6K 0.04% 299
2024
Q2 		$133K Buy
+1,158
New +$133K 0.04% 297
2023
Q4 		– Sell
-15
Closed -$1.7K – 1232
2023
Q3 		$1.7K Buy
+15
New +$1.72K ﹤0.01% 1091

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $70.8B AUM 21.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IEI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2024 at 1,273 shares worth $147K. The position accounts for 0.11% of the portfolio, ranked #123.

Householder Group Estate & Retirement Specialist first reported a position in IEI in Q3 2023 and has held it in 4 quarters since. The position peaked at $152K in Q3 2024. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,273 shares of iShares 3-7 Year Treasury Bond ETF worth $147K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 3-7 Year Treasury Bond ETF made up 0.11% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #123 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares 3-7 Year Treasury Bond ETF position peaked at $152K in Q3 2024.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.