KWA
IEI icon

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

Kingswood 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
Q3 		– Sell
-1,977
Closed -$228K – 708
2024
Q2 		$228K Buy
+1,977
New +$227K 0.02% 602

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's IEI Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 1,977 shares — an estimated $228K sold.

Kingswood Wealth Advisors first reported a position in IEI in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,977 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $228K.
  • Kingswood Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $228K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.