Security Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Security Asset 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
2023 Q1	$618K	Buy	+5,250	New	+$610K	0.36%	54

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

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 $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Security Asset Management's IEI Position: Q1 2023 in Review

Security Asset Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023: 5,250 shares worth $618K. The stake represents 0.36% of the portfolio and ranks #54 among its holdings.

582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Security Asset Management held 5,250 shares of iShares 3-7 Year Treasury Bond ETF worth $618K as of Q1 2023.
iShares 3-7 Year Treasury Bond ETF was a new Security Asset Management position in Q1 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.36% of Security Asset Management's portfolio in Q1 2023, its #54 holding.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.