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Semus Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Semus Wealth Partners’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
Q3 		– Sell
-1,850
Closed -$213K – 120
2023
Q2 		$213K Buy
+1,850
New +$217K 0.2% 106

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CSIA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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Janney Montgomery Scott
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Semus Wealth Partners's IEI Position: Q3 2023 in Review

Semus Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 1,850 shares — an estimated $213K sold.

Semus Wealth Partners first reported a position in IEI in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Semus Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Semus Wealth Partners sold 1,850 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $213K.
  • Semus Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Semus Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $213K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Semus Wealth Partners's 13F filing for Q3 2023, filed 31 Oct 2023.