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

New Wave 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
2025
Q1 		– Sell
-6
Closed -$693 – 381
2024
Q4 		$693 Buy
+6
New +$700 ﹤0.01% 652

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

New Wave Wealth Advisors's IEI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 6 shares — an estimated $693 sold.

New Wave Wealth Advisors first reported a position in IEI in Q4 2024 and held it in 1 quarter. The position peaked at $693 in Q4 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 6 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $693.
  • New Wave Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $693 in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.