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Planning Capital Management Corporation’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Planning Capital Management Corporation’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
Q3 		$23.4K Buy
+196
New +$23.2K 0.02% 269
2024
Q2 		– Sell
-100
Closed -$11.6K – 739
2024
Q1 		$11.6K Hold
100
– – 0.01% 398
2023
Q4 		$11.7K Buy
+100
New +$11.4K 0.01% 400

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Capital Management Corporation's IEI Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024: 196 shares worth $23.4K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in IEI as recently as Q1 2024.

Planning Capital Management Corporation first reported a position in IEI in Q4 2023 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Planning Capital Management Corporation held 196 shares of iShares 3-7 Year Treasury Bond ETF worth $23.4K as of Q3 2024.
  • iShares 3-7 Year Treasury Bond ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #269 holding.
  • Planning Capital Management Corporation first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.