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Provenance Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Provenance Wealth 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
Q4 		– Sell
-151
Closed -$18.1K – 576
2024
Q3 		$18.1K Buy
+151
New +$17.8K ﹤0.01% 295
2024
Q2 		– Sell
-306
Closed -$35.4K – 532
2024
Q1 		$35.4K Buy
+306
New +$35.5K 0.01% 241

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
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

Provenance Wealth Advisors's IEI Position: Q4 2024 in Review

Provenance Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 151 shares — an estimated $18.1K sold.

Provenance Wealth Advisors first reported a position in IEI in Q1 2024 and held it in 2 quarters. The position peaked at $35.4K in Q1 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Provenance Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 151 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $18.1K.
  • Provenance Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $35.4K in Q1 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Provenance Wealth Advisors's 13F filing for Q4 2024, filed 15 Aug 2025.