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

REDW Wealth’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	-2,545	Closed	-$304K	–	133
2024 Q3	$304K	Buy	2,545 +7	+0.3%	+$827	0.08%	128
2024 Q2	$293K	Hold	2,538	–	–	0.08%	125
2024 Q1	$294K	Hold	2,538	–	–	0.08%	123
2023 Q4	$297K	Hold	2,538	–	–	0.09%	114
2023 Q3	$287K	Buy	2,538 +4	+0.2%	+$457	0.09%	109
2023 Q2	$292K	Buy	2,534 +170	+7%	+$19.9K	0.09%	115
2023 Q1	$278K	Hold	2,364	–	–	0.09%	109
2022 Q4	$272K	Hold	2,364	–	–	0.09%	110
2022 Q3	$270K	Hold	2,364	–	–	0.1%	94
2022 Q2	$282K	Hold	2,364	–	–	0.1%	94
2022 Q1	$289K	Hold	2,364	–	–	0.09%	95
2021 Q4	$304K	Hold	2,364	–	–	0.09%	86
2021 Q3	$308K	Hold	2,364	–	–	0.1%	82
2021 Q2	$309K	Hold	2,364	–	–	0.1%	84
2021 Q1	$307K	Buy	+2,364	New	+$311K	0.1%	82

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

REDW Wealth's IEI Position: Q4 2024 in Review

REDW Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 2,545 shares — an estimated $304K sold.

REDW Wealth first reported a position in IEI in Q1 2021 and held it in 15 quarters. The position peaked at $309K in Q2 2021. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

REDW Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 2,545 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $304K.
REDW Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 15 quarters.
REDW Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $309K in Q2 2021.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.