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

Maia Wealth’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 Q4	$252K	Buy	+2,148	New	+$245K	0.1%	159

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Maia Wealth's IEI Position: Q4 2023 in Review

Maia Wealth opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023: 2,148 shares worth $252K. The stake represents 0.1% of the portfolio and ranks #159 among its holdings.

664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Maia Wealth held 2,148 shares of iShares 3-7 Year Treasury Bond ETF worth $252K as of Q4 2023.
iShares 3-7 Year Treasury Bond ETF was a new Maia Wealth position in Q4 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.1% of Maia Wealth's portfolio in Q4 2023, its #159 holding.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.