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 New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intelligence Driven Advisers's IEI Position: Q2 2023 in Review

Intelligence Driven Advisers sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 4,665 shares — an estimated $554K sold.

Intelligence Driven Advisers first reported a position in IEI in Q4 2020 and held it in 10 quarters. The position peaked at $11.7M in Q4 2020. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Intelligence Driven Advisers reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 4,665 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $554K.
Intelligence Driven Advisers first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Intelligence Driven Advisers's iShares 3-7 Year Treasury Bond ETF position peaked at $11.7M in Q4 2020.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Intelligence Driven Advisers's 13F filing for Q2 2023, filed 18 Jul 2023.