Private Ocean’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Private Ocean’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	$43.8K	Hold	379	–	–	﹤0.01%	272
2024 Q1	$43.9K	Hold	379	–	–	﹤0.01%	254
2023 Q4	$44.4K	Hold	379	–	–	﹤0.01%	255
2023 Q3	$42.9K	Hold	379	–	–	0.01%	243
2023 Q2	$43.7K	Hold	379	–	–	0.01%	267
2023 Q1	$44.6K	Hold	379	–	–	0.01%	236
2022 Q4	$43.5K	Buy	379 +337	+802%	+$38.6K	0.01%	234
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	437
2022 Q2	$5K	Hold	42	–	–	﹤0.01%	392
2022 Q1	$5K	Buy	+42	New	+$5.27K	﹤0.01%	440

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Private Ocean's IEI Position: Q2 2024 in Review

Private Ocean held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2024 at 379 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Private Ocean first reported a position in IEI in Q1 2022 and has held it in 10 quarters since. The position peaked at $44.6K in Q1 2023. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Private Ocean held 379 shares of iShares 3-7 Year Treasury Bond ETF worth $43.8K as of Q2 2024.
Private Ocean left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2024.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #272 holding.
Private Ocean first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 10 quarters since.
Private Ocean's iShares 3-7 Year Treasury Bond ETF position peaked at $44.6K in Q1 2023.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.