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

Sage Financial 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
Q4 		– Sell
-20,128
Closed -$2.41M – 104
2024
Q3 		$2.41M Buy
20,128
+159
+0.8% +$18.8K 0.2% 35
2024
Q2 		$2.31M Buy
+19,969
New +$2.29M 0.2% 36

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 22.96% 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

Sage Financial Group's IEI Position: Q4 2024 in Review

Sage Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 20,128 shares — an estimated $2.41M sold.

Sage Financial Group first reported a position in IEI in Q2 2024 and held it in 2 quarters. The position peaked at $2.41M in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Sage Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Financial Group sold 20,128 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.41M.
  • Sage Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Sage Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.41M in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Sage Financial Group's 13F filing for Q4 2024, filed 23 Jan 2025.