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

Rise 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
2024
Q4 		– Sell
-50
Closed -$6.01K – 1161
2024
Q3 		$6.01K Buy
+50
New +$5.91K ﹤0.01% 1069
2023
Q4 		– Sell
-1
Closed -$62 – 638
2023
Q3 		$62 Sell
1
-61
-98% -$6.97K ﹤0.01% 634
2023
Q2 		$7.17K Hold
62
– – 0.01% 386
2023
Q1 		$7.28K Hold
62
– – 0.01% 406
2022
Q4 		$7.08K Buy
62
+1
+2% +$115 0.01% 402
2022
Q3 		$7K Sell
61
-107
-64% -$12.7K 0.01% 390
2022
Q2 		$20K Buy
+168
New +$20.1K 0.02% 237

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $82.7B AUM 28.53% 1-Year Est. Return

Rise Advisors's IEI Position: Q4 2024 in Review

Rise Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 50 shares — an estimated $6.01K sold.

Rise Advisors first reported a position in IEI in Q2 2022 and held it in 7 quarters. The position peaked at $20K in Q2 2022. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Rise Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 50 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $6.01K.
  • Rise Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
  • Rise Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $20K in Q2 2022.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.