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

SeaCrest Wealth Management’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	-2,056	Closed	-$246K	–	677
2024 Q3	$246K	Buy	+2,056	New	+$243K	0.03%	552
2018 Q4	–	Sell	-518	Closed	-$62K	–	2214
2018 Q3	$62K	Hold	518	–	–	0.01%	920
2018 Q2	$62K	Buy	518 +142	+38%	+$17K	0.01%	895
2018 Q1	$45K	Hold	376	–	–	0.01%	998
2017 Q4	$46K	Buy	+376	New	+$46.2K	0.01%	996

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 22.9% 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

SeaCrest Wealth Management's IEI Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 2,056 shares — an estimated $246K sold.

SeaCrest Wealth Management first reported a position in IEI in Q4 2017 and held it in 5 quarters. The position peaked at $246K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

SeaCrest Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 2,056 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $246K.
SeaCrest Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $246K in Q3 2024.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.