JWM
IEI icon

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

Janiczek 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
2022
Q1 		– Sell
-159
Closed -$20K – 1002
2021
Q4 		$20K Buy
+159
New +$20.5K 0.01% 481

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janiczek Wealth Management's IEI Position: Q1 2022 in Review

Janiczek Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 159 shares — an estimated $20K sold.

Janiczek Wealth Management first reported a position in IEI in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

  • Janiczek Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 159 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $20K.
  • Janiczek Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Janiczek Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $20K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.