IWA
IEI icon

Icon Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Icon Wealth Advisors’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 		$309K Hold
2,690
– – 0.04% 249
2022
Q3 		$307K Buy
+2,690
New +$318K 0.04% 241

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

Icon Wealth Advisors's IEI Position: Q4 2022 in Review

Icon Wealth Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2022 at 2,690 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #249.

Icon Wealth Advisors first reported a position in IEI in Q3 2022 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Icon Wealth Advisors held 2,690 shares of iShares 3-7 Year Treasury Bond ETF worth $309K as of Q4 2022.
  • Icon Wealth Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2022.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q4 2022, its #249 holding.
  • Icon Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.