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

Smith Salley 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
-35,769
Closed -$4.28M – 249
2024
Q3 		$4.28M Sell
35,769
-10,458
-23% -$1.24M 0.28% 65
2024
Q2 		$5.34M Buy
46,227
+634
+1% +$72.7K 0.38% 54
2024
Q1 		$5.28M Sell
45,593
-6,878
-13% -$798K 0.41% 56
2023
Q4 		$6.15M Buy
52,471
+1,098
+2% +$125K 0.4% 57
2023
Q3 		$5.81M Buy
51,373
+2,104
+4% +$241K 0.43% 58
2023
Q2 		$5.68M Buy
49,269
+4,955
+11% +$580K 0.42% 59
2023
Q1 		$5.21M Buy
+44,314
New +$5.15M 0.41% 61
2022
Q4 		– Sell
-4,971
Closed -$568K – 225
2022
Q3 		$568K Buy
4,971
+2,072
+71% +$245K 0.05% 153
2022
Q2 		$346K Sell
2,899
-3,185
-52% -$381K 0.03% 185
2022
Q1 		$743K Sell
6,084
-605
-9% -$75.9K 0.06% 157
2021
Q4 		$861K Hold
6,689
– – 0.06% 155
2021
Q3 		$871K Sell
6,689
-601
-8% -$78.8K 0.07% 149
2021
Q2 		$952K Sell
7,290
-1,204
-14% -$157K 0.08% 146
2021
Q1 		$1.1M Sell
8,494
-1,068
-11% -$140K 0.1% 120
2020
Q4 		$1.27M Buy
+9,562
New +$1.27M 0.13% 105

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Smith Salley Wealth Management's IEI Position: Q4 2024 in Review

Smith Salley Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 35,769 shares — an estimated $4.28M sold.

Smith Salley Wealth Management first reported a position in IEI in Q4 2020 and held it in 15 quarters. The position peaked at $6.15M in Q4 2023. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Smith Salley Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 35,769 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $4.28M.
  • Smith Salley Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 15 quarters.
  • Smith Salley Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.15M in Q4 2023.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Smith Salley Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.