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Intelligence Driven Advisers’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Intelligence Driven Advisers’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
Q2 		– Sell
-4,665
Closed -$554K – 100
2023
Q1 		$554K Sell
4,665
-1,367
-23% -$159K 0.1% 51
2022
Q4 		$703K Buy
6,032
+503
+9% +$57.7K 0.13% 48
2022
Q3 		$631K Sell
5,529
-8,298
-60% -$982K 0.13% 67
2022
Q2 		$1.65M Buy
13,827
+2,122
+18% +$254K 0.32% 55
2022
Q1 		$1.41M Buy
11,705
+7,165
+158% +$899K 0.26% 51
2021
Q4 		$577K Sell
4,540
-2,977
-40% -$384K 0.11% 55
2021
Q3 		$978K Sell
7,517
-29,263
-80% -$3.84M 0.22% 39
2021
Q2 		$4.8M Sell
36,780
-49,183
-57% -$6.42M 0.93% 26
2021
Q1 		$11.2M Sell
85,963
-1,779
-2% -$234K 2.51% 15
2020
Q4 		$11.7M Buy
+87,742
New +$11.7M 2.62% 12

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return