JWS
IEI icon

Juncture Wealth Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Juncture Wealth Strategies’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
Q3 		– Sell
-4,690
Closed -$560K – 110
2022
Q2 		$560K Buy
+4,690
New +$561K 0.28% 59

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Juncture Wealth Strategies's IEI Position: Q3 2022 in Review

Juncture Wealth Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 4,690 shares — an estimated $560K sold.

Juncture Wealth Strategies first reported a position in IEI in Q2 2022 and held it in 1 quarter. The position peaked at $560K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • Juncture Wealth Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,690 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $560K.
  • Juncture Wealth Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $560K in Q2 2022.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Juncture Wealth Strategies's 13F filing for Q3 2022, filed 11 Oct 2022.