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

ICA Group 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
2024 Q2	–	Sell	-41	Closed	-$4.75K	–	1025
2024 Q1	$4.75K	Sell	41 -4	-9%	-$464	﹤0.01%	1047
2023 Q4	$5.27K	Buy	+45	New	+$5.13K	﹤0.01%	1012
2023 Q3	–	Sell	-64	Closed	-$7.39K	–	679
2023 Q2	$7.39K	Buy	64 +45	+237%	+$5.27K	﹤0.01%	893
2023 Q1	$2.25K	Sell	19 -270	-93%	-$31.4K	﹤0.01%	1063
2022 Q4	$33.2K	Buy	+289	New	+$33.1K	0.01%	593

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

ICA Group Wealth Management's IEI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 41 shares — an estimated $4.75K sold.

ICA Group Wealth Management first reported a position in IEI in Q4 2022 and held it in 5 quarters. The position peaked at $33.2K in Q4 2022. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 41 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $4.75K.
ICA Group Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $33.2K in Q4 2022.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.