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

Mission Wealth 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
-1,841
Closed -$213K – 702
2024
Q1 		$213K Buy
+1,841
New +$214K 0.01% 635

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mission Wealth Management's IEI Position: Q2 2024 in Review

Mission Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 1,841 shares — an estimated $213K sold.

Mission Wealth Management first reported a position in IEI in Q1 2024 and held it in 1 quarter. The position peaked at $213K in Q1 2024. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • Mission Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 1,841 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $213K.
  • Mission Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $213K in Q1 2024.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.