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Oxler Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Oxler Private Wealth’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
2022
Q3 		– Hold
0
– – – 421
2021
Q1 		– Sell
-338
Closed -$44K – 166
2020
Q4 		$44K Buy
+338
New +$44.9K 0.02% 166

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Oxler Private Wealth's IEI Position: Q3 2022 in Review

Oxler Private Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2022 at 0 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Oxler Private Wealth first reported a position in IEI in Q4 2020 and has held it in 1 quarter since. The position peaked at $44K in Q4 2020. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • Oxler Private Wealth held 0 shares of iShares 3-7 Year Treasury Bond ETF worth $3.18K as of Q3 2022.
  • Oxler Private Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2022.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Oxler Private Wealth's portfolio in Q3 2022, its #421 holding.
  • Oxler Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 1 quarter since.
  • Oxler Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $44K in Q4 2020.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.