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MAWCM
Mine & Arao Wealth Creation & Management’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Mine & Arao Wealth Creation & Management’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
Q2
–
Sell
-26
Closed
-$3.01K
–
209
2024
Q1
$3.01K
Hold
26
–
–
﹤0.01%
263
2023
Q4
$3.05K
Hold
26
–
–
﹤0.01%
271
2023
Q3
$2.94K
Hold
26
–
–
﹤0.01%
271
2023
Q2
$3K
Hold
26
–
–
﹤0.01%
284
2023
Q1
$3.06K
Hold
26
–
–
﹤0.01%
278
2022
Q4
$2.99K
Hold
26
–
–
﹤0.01%
276
2022
Q3
$3K
Hold
26
–
–
﹤0.01%
297
2022
Q2
$3K
Hold
26
–
–
﹤0.01%
292
2022
Q1
$3K
Hold
26
–
–
﹤0.01%
288
2021
Q4
$3K
Hold
26
–
–
﹤0.01%
291
2021
Q3
$3K
Hold
26
–
–
﹤0.01%
263
2021
Q2
$3K
Hold
26
–
–
﹤0.01%
260
2021
Q1
$3K
Hold
26
–
–
﹤0.01%
249
2020
Q4
$3K
Hold
26
–
–
﹤0.01%
250
2020
Q3
$3K
Hold
26
–
–
﹤0.01%
243
2020
Q2
$3K
Hold
26
–
–
﹤0.01%
220
2020
Q1
$3K
Hold
26
–
–
﹤0.01%
216
2019
Q4
$3K
Buy
+26
New
+$3.28K
﹤0.01%
224
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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