New Potomac Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

New Potomac Partners’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 Q3	$4.84M	Buy	40,473 +3,161	+8%	+$374K	2.49%	6
2024 Q2	$4.31M	Buy	37,312 +1,234	+3%	+$141K	2.36%	8
2024 Q1	$4.18M	Buy	36,078 +5,549	+18%	+$644K	2.32%	8
2023 Q4	$3.58M	Buy	30,529 +2,330	+8%	+$266K	2.13%	11
2023 Q3	$3.19M	Buy	28,199 +2,589	+10%	+$296K	2.2%	12
2023 Q2	$2.95M	Buy	25,610 +1,951	+8%	+$228K	1.95%	13
2023 Q1	$2.78M	Buy	23,659 +963	+4%	+$112K	1.93%	17
2022 Q4	$2.61M	Buy	22,696 +1,701	+8%	+$195K	1.93%	18
2022 Q3	$2.4M	Buy	+20,995	New	+$2.49M	2.03%	16

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 22.96% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

New Potomac Partners's IEI Position: Q3 2024 in Review

New Potomac Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.5% in Q3 2024, buying an estimated $374K and bringing the position to 40,473 shares worth $4.84M. The position accounts for 2.49% of the portfolio, ranked #6.

New Potomac Partners first reported a position in IEI in Q3 2022 and has held it in 9 quarters since. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

New Potomac Partners held 40,473 shares of iShares 3-7 Year Treasury Bond ETF worth $4.84M as of Q3 2024.
New Potomac Partners bought 3,161 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $374K.
iShares 3-7 Year Treasury Bond ETF made up 2.49% of New Potomac Partners's portfolio in Q3 2024, its #6 holding.
New Potomac Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.