Pioneer Wealth Management Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pioneer Wealth Management Group’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 Q2	–	Sell	-2,346	Closed	-$272K	–	41
2024 Q1	$272K	Sell	2,346 -178	-7%	-$20.7K	0.16%	33
2023 Q4	$296K	Sell	2,524 -303	-11%	-$34.6K	0.18%	29
2023 Q3	$320K	Sell	2,827 -30	-1%	-$3.43K	0.24%	31
2023 Q2	$329K	Buy	+2,857	New	+$335K	0.26%	31

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Pioneer Wealth Management Group's IEI Position: Q2 2024 in Review

Pioneer Wealth Management Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 2,346 shares — an estimated $272K sold.

Pioneer Wealth Management Group first reported a position in IEI in Q2 2023 and held it in 4 quarters. The position peaked at $329K in Q2 2023. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Pioneer Wealth Management Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Pioneer Wealth Management Group sold 2,346 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $272K.
Pioneer Wealth Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Pioneer Wealth Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $329K in Q2 2023.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2024, filed 12 Jul 2024.