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

Icon Wealth Partners’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
Q3 		$113K Hold
999
– – 0.01% 371
2023
Q2 		$115K Hold
999
– – 0.01% 382
2023
Q1 		$118K Buy
+999
New +$116K 0.01% 380

Other funds holding IEI

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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
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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Icon Wealth Partners's IEI Position: Q3 2023 in Review

Icon Wealth Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2023 at 999 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #371.

Icon Wealth Partners first reported a position in IEI in Q1 2023 and has held it in 3 quarters since. The position peaked at $118K in Q1 2023. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Icon Wealth Partners held 999 shares of iShares 3-7 Year Treasury Bond ETF worth $113K as of Q3 2023.
  • Icon Wealth Partners left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2023.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #371 holding.
  • Icon Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $118K in Q1 2023.
  • 594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.