Moss Adams Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Moss Adams Wealth Advisors’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 Q2	–	Sell	-22	Closed	-$2.59K	–	157
2023 Q1	$2.59K	Buy	+22	New	+$2.56K	﹤0.01%	157

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Moss Adams Wealth Advisors's IEI Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 22 shares — an estimated $2.59K sold.

Moss Adams Wealth Advisors first reported a position in IEI in Q1 2023 and held it in 1 quarter. The position peaked at $2.59K in Q1 2023. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 22 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.59K.
Moss Adams Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.59K in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.