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	–	–	398
2022 Q3	$0	Hold	4	–	–	﹤0.01%	799
2022 Q2	$0	Hold	4	–	–	﹤0.01%	801
2022 Q1	$0	Hold	4	–	–	﹤0.01%	759
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

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