JNBA Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

JNBA Financial 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
2023 Q2	–	Sell	-354	Closed	-$41.6K	–	728
2023 Q1	$41.6K	Buy	+354	New	+$41.1K	0.01%	304
2021 Q4	–	Sell	-62	Closed	-$8K	–	842
2021 Q3	$8K	Hold	62	–	–	﹤0.01%	540
2021 Q2	$8K	Hold	62	–	–	﹤0.01%	506
2021 Q1	$8K	Buy	+62	New	+$8.16K	﹤0.01%	492
2019 Q3	–	Sell	-23	Closed	-$3K	–	640
2019 Q2	$3K	Buy	+23	New	+$2.85K	﹤0.01%	564

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 22.9% 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

JNBA Financial Advisors's IEI Position: Q2 2023 in Review

JNBA Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 354 shares — an estimated $41.6K sold.

JNBA Financial Advisors first reported a position in IEI in Q2 2019 and held it in 5 quarters. The position peaked at $41.6K in Q1 2023. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

JNBA Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 354 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $41.6K.
JNBA Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
JNBA Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $41.6K in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.