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

Retirement Group’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 Q1	–	Sell	-97	Closed	-$11.4K	–	860
2023 Q4	$11.4K	Buy	97 +1	+1%	+$114	﹤0.01%	423
2023 Q3	$10.9K	Hold	96	–	–	﹤0.01%	400
2023 Q2	$11K	Buy	96 +1	+1%	+$117	﹤0.01%	394
2023 Q1	$11K	Hold	95	–	–	0.01%	386
2022 Q4	$11K	Buy	95 +1	+1%	+$115	0.01%	343
2022 Q3	$11K	Sell	94 -24	-20%	-$2.84K	0.01%	238
2022 Q2	$14K	Buy	118 +24	+26%	+$2.87K	0.01%	379
2022 Q1	$11K	Hold	94	–	–	﹤0.01%	445
2021 Q4	$12K	Buy	94 +1	+1%	+$129	0.01%	396
2021 Q3	$12K	Hold	93	–	–	0.01%	367
2021 Q2	$12K	Hold	93	–	–	0.01%	387
2021 Q1	$12K	Hold	93	–	–	0.01%	451
2020 Q4	$12K	Hold	93	–	–	0.01%	414
2020 Q3	$12K	Hold	93	–	–	0.01%	392
2020 Q2	$12K	Buy	+93	New	+$12.4K	0.01%	370
2019 Q4	$1K	Buy	+4	New	+$505	﹤0.01%	598

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Retirement Group's IEI Position: Q1 2024 in Review

Retirement Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 97 shares — an estimated $11.4K sold.

Retirement Group first reported a position in IEI in Q4 2019 and held it in 16 quarters. The position peaked at $14K in Q2 2022. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Retirement Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 97 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $11.4K.
Retirement Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 16 quarters.
Retirement Group's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q2 2022.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.