JFS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

JFS Wealth Advisors’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	-625	Closed	-$74.8K	–	1970
2024 Q3	$74.8K	Buy	+625	New	+$73.9K	0.01%	405
2018 Q4	–	Sell	-161	Closed	-$19K	–	495
2018 Q3	$19K	Hold	161	–	–	﹤0.01%	330
2018 Q2	$19K	Hold	161	–	–	0.01%	317
2018 Q1	$19K	Sell	161 -12	-7%	-$1.45K	0.01%	320
2017 Q4	$21K	Buy	173 +12	+7%	+$1.47K	0.01%	328
2017 Q3	$20K	Hold	161	–	–	0.01%	322
2017 Q2	$20K	Hold	161	–	–	0.01%	301
2017 Q1	$20K	Hold	161	–	–	0.01%	308
2016 Q4	$20K	Sell	161 -316	-66%	-$39.2K	0.01%	308
2016 Q3	$60K	Buy	477 +422	+767%	+$53.4K	0.02%	223
2016 Q2	$7K	Hold	55	–	–	﹤0.01%	413
2016 Q1	$7K	Buy	+55	New	+$6.87K	﹤0.01%	428

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

JFS Wealth Advisors's IEI Position: Q4 2024 in Review

JFS Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 625 shares — an estimated $74.8K sold.

JFS Wealth Advisors first reported a position in IEI in Q1 2016 and held it in 12 quarters. The position peaked at $74.8K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

JFS Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 625 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $74.8K.
JFS Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 12 quarters.
JFS Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $74.8K in Q3 2024.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.