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Retirement Financial Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-9
Closed -$1.03K – 120
2022
Q4 		$1.03K Buy
+9
New +$1.03K ﹤0.01% 248

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Retirement Financial Solutions's IEI Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 9 shares — an estimated $1.03K sold.

Retirement Financial Solutions first reported a position in IEI in Q4 2022 and held it in 1 quarter. The position peaked at $1.03K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 9 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.03K.
  • Retirement Financial Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $1.03K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.