PPH
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Pure Portfolios Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pure Portfolios Holdings’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
-2,002
Closed -$239K – 107
2024
Q3 		$239K Buy
+2,002
New +$237K 0.09% 95

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $70.8B AUM 21.68% 1-Year Est. Return

Pure Portfolios Holdings's IEI Position: Q4 2024 in Review

Pure Portfolios Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 2,002 shares — an estimated $239K sold.

Pure Portfolios Holdings first reported a position in IEI in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Pure Portfolios Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pure Portfolios Holdings sold 2,002 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $239K.
  • Pure Portfolios Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Pure Portfolios Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $239K in Q3 2024.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Pure Portfolios Holdings's 13F filing for Q4 2024, filed 31 Jan 2025.