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

Rainsberger 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
2023 Q4	$7.96M	Sell	68,001 -319	-0.5%	-$36.4K	4.35%	4
2023 Q3	$7.73M	Buy	68,320 +2,746	+4%	+$314K	4.74%	3
2023 Q2	$7.56M	Buy	65,574 +27,119	+71%	+$3.18M	4.56%	3
2023 Q1	$4.52M	Buy	38,455 +974	+3%	+$113K	2.68%	13
2022 Q4	$4.31M	Buy	+37,481	New	+$4.3M	2.74%	14

Other funds holding IEI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Rainsberger Wealth Advisors's IEI Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.47% in Q4 2023, selling an estimated $36.4K and leaving 68,001 shares worth $7.96M. The position accounts for 4.35% of the portfolio, ranked #4.

Rainsberger Wealth Advisors first reported a position in IEI in Q4 2022 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Rainsberger Wealth Advisors held 68,001 shares of iShares 3-7 Year Treasury Bond ETF worth $7.96M as of Q4 2023.
Rainsberger Wealth Advisors sold 319 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $36.4K.
iShares 3-7 Year Treasury Bond ETF made up 4.35% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #4 holding.
Rainsberger Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.