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Hudock Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hudock Inc’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
2023
Q4 		– Sell
-2,489
Closed -$282K – 157
2023
Q3 		$282K Buy
2,489
+44
+2% +$5.03K 0.07% 113
2023
Q2 		$282K Buy
2,445
+86
+4% +$10.1K 0.07% 124
2023
Q1 		$278K Sell
2,359
-19
-0.8% -$2.21K 0.07% 120
2022
Q4 		$273K Buy
2,378
+1
+0% +$115 0.09% 111
2022
Q3 		$271K Buy
2,377
+105
+5% +$12.4K 0.09% 112
2022
Q2 		$271K Buy
2,272
+1,081
+91% +$129K 0.09% 110
2022
Q1 		$145K Hold
1,191
– – 0.04% 181
2021
Q4 		$153K Hold
1,191
– – 0.04% 184
2021
Q3 		$155K Hold
1,191
– – 0.05% 175
2021
Q2 		$155K Hold
1,191
– – 0.05% 176
2021
Q1 		$154K Hold
1,191
– – 0.05% 161
2020
Q4 		$158K Hold
1,191
– – 0.05% 158
2020
Q3 		$159K Sell
1,191
-342
-22% -$45.7K 0.06% 139
2020
Q2 		$204K Sell
1,533
-2,257
-60% -$301K 0.07% 114
2020
Q1 		$505K Buy
3,790
+2,419
+176% +$312K 0.2% 59
2019
Q4 		$172K Hold
1,371
– – 0.06% 120
2019
Q3 		$173K Sell
1,371
-212
-13% -$26.8K 0.06% 118
2019
Q2 		$199K Hold
1,583
– – 0.07% 107
2019
Q1 		$195K Sell
1,583
-351
-18% -$42.7K 0.07% 113
2018
Q4 		$234K Buy
1,934
+1,596
+472% +$190K 0.1% 90
2018
Q3 		$40K Buy
+338
New +$40.4K 0.02% 264
2017
Q1 		– Sell
-328
Closed -$40K – 571
2016
Q4 		$40K Buy
+328
New +$40.7K 0.02% 243
2015
Q4 		– Sell
-456
Closed -$56K – 562
2015
Q3 		$56K Buy
+456
New +$56.3K 0.03% 192
2014
Q2 		– Sell
-77
Closed -$9K – 593
2014
Q1 		$9K Hold
77
– – 0.01% 382
2013
Q4 		$9K Hold
77
– – 0.01% 391
2013
Q3 		$9K Hold
77
– – 0.01% 338
2013
Q2 		$9K Buy
+77
New +$9.47K 0.01% 348

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Hudock Inc's IEI Position: Q4 2023 in Review

Hudock Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 2,489 shares — an estimated $282K sold.

Hudock Inc first reported a position in IEI in Q2 2013 and held it in 27 quarters. The position peaked at $505K in Q1 2020. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

  • Hudock Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hudock Inc sold 2,489 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $282K.
  • Hudock Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 27 quarters.
  • Hudock Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $505K in Q1 2020.
  • 664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Hudock Inc's 13F filing for Q4 2023, filed 22 Jan 2024.