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Koss-Olinger Consulting’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-4,751
Closed -$556K – 162
2023
Q4 		$556K Buy
+4,751
New +$542K 0.05% 137

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Koss-Olinger Consulting's IEI Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 4,751 shares — an estimated $556K sold.

Koss-Olinger Consulting first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $556K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,751 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $556K.
  • Koss-Olinger Consulting first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares 3-7 Year Treasury Bond ETF position peaked at $556K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.