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

Marks 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
2024 Q1	–	Sell	-309,172	Closed	-$36.2M	–	19
2023 Q4	$36.2M	Buy	+309,172	New	+$35.3M	19.46%	1
2022 Q3	–	Sell	-153,509	Closed	-$18.3M	–	13
2022 Q2	$18.3M	Buy	+153,509	New	+$18.3M	21.53%	2
2021 Q1	–	Sell	-161,191	Closed	-$21.4M	–	46
2020 Q4	$21.4M	Buy	+161,191	New	+$21.4M	7.43%	3

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $74.2B AUM 21.09% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Marks Wealth's IEI Position: Q1 2024 in Review

Marks Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 309,172 shares — an estimated $36.2M sold.

Marks Wealth first reported a position in IEI in Q4 2020 and held it in 3 quarters. The position peaked at $36.2M in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Marks Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Marks Wealth sold 309,172 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $36.2M.
Marks Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
Marks Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $36.2M in Q4 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Marks Wealth's 13F filing for Q1 2024, filed 30 Apr 2024.