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

Jackson Thornton 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 Q4	–	Sell	-4,088	Closed	-$489K	–	88
2024 Q3	$489K	Hold	4,088	–	–	0.06%	44
2024 Q2	$472K	Hold	4,088	–	–	0.07%	40
2024 Q1	$473K	Hold	4,088	–	–	0.08%	33
2023 Q4	$479K	Hold	4,088	–	–	0.09%	30
2023 Q3	$463K	Sell	4,088 -13	-0.3%	-$1.49K	0.1%	26
2023 Q2	$473K	Hold	4,101	–	–	0.1%	25
2023 Q1	$482K	Hold	4,101	–	–	0.11%	25
2022 Q4	$471K	Hold	4,101	–	–	0.11%	20
2022 Q3	$469K	Hold	4,101	–	–	0.13%	21
2022 Q2	$489K	Hold	4,101	–	–	0.14%	16
2022 Q1	$501K	Sell	4,101 -200	-5%	-$25.1K	0.13%	16
2021 Q4	$553K	Buy	+4,301	New	+$555K	0.16%	11

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jackson Thornton Wealth Management's IEI Position: Q4 2024 in Review

Jackson Thornton Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 4,088 shares — an estimated $489K sold.

Jackson Thornton Wealth Management first reported a position in IEI in Q4 2021 and held it in 12 quarters. The position peaked at $553K in Q4 2021. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Jackson Thornton Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Jackson Thornton Wealth Management sold 4,088 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $489K.
Jackson Thornton Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
Jackson Thornton Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $553K in Q4 2021.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.