PFM
IEI icon

Phillips Financial Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Phillips Financial Management’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
Q1 		– Sell
-37
Closed -$4.33K – 266
2023
Q4 		$4.33K Buy
+37
New +$4.22K ﹤0.01% 236

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Phillips Financial Management's IEI Position: Q1 2024 in Review

Phillips Financial Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 37 shares — an estimated $4.33K sold.

Phillips Financial Management first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $4.33K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Phillips Financial Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Phillips Financial Management sold 37 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $4.33K.
  • Phillips Financial Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Phillips Financial Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.33K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Phillips Financial Management's 13F filing for Q1 2024, filed 23 Apr 2024.