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

Selective 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
2022 Q4	–	Sell	-4	Closed	–	–	397
2022 Q3	$0	Hold	4	–	–	﹤0.01%	796
2022 Q2	$0	Hold	4	–	–	﹤0.01%	798
2022 Q1	$0	Hold	4	–	–	﹤0.01%	758
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	635
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	562
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	480
2021 Q1	$1K	Sell	4 -20	-83%	-$2.63K	﹤0.01%	373
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	318
2020 Q3	$3K	Hold	24	–	–	﹤0.01%	269
2020 Q2	$3K	Hold	24	–	–	﹤0.01%	347
2020 Q1	$3K	Buy	+24	New	+$3.09K	﹤0.01%	248

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Selective Wealth Management's IEI Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 4 shares.

Selective Wealth Management first reported a position in IEI in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q4 2020. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Selective Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022.
Selective Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
Selective Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3K in Q4 2020.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.