Pacific Sage Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pacific Sage 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 Q4	–	Sell	-1,768	Closed	-$211K	–	107
2024 Q3	$211K	Sell	1,768 -414	-19%	-$48.9K	0.05%	95
2024 Q2	$252K	Sell	2,182 -1,202	-36%	-$138K	0.06%	81
2024 Q1	$392K	Sell	3,384 -1,845	-35%	-$214K	0.1%	67
2023 Q4	$613K	Sell	5,229 -354,985	-99%	-$40.5M	0.17%	47
2023 Q3	$40.8M	Buy	360,214 +7,229	+2%	+$827K	12.26%	3
2023 Q2	$40.7M	Buy	352,985 +57,565	+19%	+$6.74M	12.04%	3
2023 Q1	$34.8M	Buy	295,420 +1,290	+0.4%	+$150K	11.18%	3
2022 Q4	$33.8M	Buy	+294,130	New	+$33.7M	11.22%	3

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pacific Sage Partners's IEI Position: Q4 2024 in Review

Pacific Sage Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 1,768 shares — an estimated $211K sold.

Pacific Sage Partners first reported a position in IEI in Q4 2022 and held it in 8 quarters. The position peaked at $40.8M in Q3 2023. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Pacific Sage Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Pacific Sage Partners sold 1,768 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $211K.
Pacific Sage Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Pacific Sage Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $40.8M in Q3 2023.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Pacific Sage Partners's 13F filing for Q4 2024, filed 24 Jan 2025.