Pinion Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinion Investment 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
2024 Q1	–	Sell	-1,824	Closed	-$214K	–	156
2023 Q4	$214K	Sell	1,824 -31	-2%	-$3.54K	0.13%	141
2023 Q3	$210K	Buy	1,855 +37	+2%	+$4.23K	0.14%	151
2023 Q2	$210K	Buy	+1,818	New	+$213K	0.14%	158
2022 Q4	–	Sell	-1,915	Closed	-$219K	–	137
2022 Q3	$219K	Sell	1,915 -5	-0.3%	-$592	0.19%	139
2022 Q2	$229K	Sell	1,920 -165	-8%	-$19.7K	0.19%	142
2022 Q1	$254K	Sell	2,085 -809	-28%	-$102K	0.18%	151
2021 Q4	$372K	Sell	2,894 -558	-16%	-$72K	0.25%	120
2021 Q3	$449K	Buy	+3,452	New	+$453K	0.36%	91

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Pinion Investment Advisors's IEI Position: Q1 2024 in Review

Pinion Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 1,824 shares — an estimated $214K sold.

Pinion Investment Advisors first reported a position in IEI in Q3 2021 and held it in 8 quarters. The position peaked at $449K in Q3 2021. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Pinion Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Pinion Investment Advisors sold 1,824 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $214K.
Pinion Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
Pinion Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $449K in Q3 2021.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Pinion Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.