SOA Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SOA Wealth Advisors’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 Q4	–	Sell	-18	Closed	-$2.04K	–	925
2023 Q3	$2.04K	Hold	18	–	–	﹤0.01%	715
2023 Q2	$2.08K	Hold	18	–	–	﹤0.01%	723
2023 Q1	$2.12K	Hold	18	–	–	﹤0.01%	721
2022 Q4	$2.07K	Hold	18	–	–	﹤0.01%	734
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	709
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	698
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	802
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	774
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	787
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	771
2021 Q1	$2K	Sell	18 -11	-38%	-$1.45K	﹤0.01%	712
2020 Q4	$3K	Buy	+29	New	+$3.86K	﹤0.01%	663

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SOA Wealth Advisors's IEI Position: Q4 2023 in Review

SOA Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 18 shares — an estimated $2.04K sold.

SOA Wealth Advisors first reported a position in IEI in Q4 2020 and held it in 12 quarters. The position peaked at $3K in Q4 2020. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

SOA Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 18 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.04K.
SOA Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3K in Q4 2020.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.