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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IEI Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 26 shares — an estimated $3.01K sold.

Mine & Arao Wealth Creation & Management first reported a position in IEI in Q4 2019 and held it in 18 quarters. The position peaked at $3.06K in Q1 2023. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 26 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $3.01K.
Mine & Arao Wealth Creation & Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.06K in Q1 2023.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.