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Stephens Consulting’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stephens Consulting’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
Q1 		– Sell
-762
Closed -$87.5K – 525
2022
Q4 		$87.5K Sell
762
-21
-3% -$2.41K 0.06% 118
2022
Q3 		$89.5K Buy
783
+267
+52% +$31.6K 0.08% 111
2022
Q2 		$61.6K Buy
+516
New +$61.7K 0.05% 154

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephens Consulting's IEI Position: Q1 2023 in Review

Stephens Consulting sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 762 shares — an estimated $87.5K sold.

Stephens Consulting first reported a position in IEI in Q2 2022 and held it in 3 quarters. The position peaked at $89.5K in Q3 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Stephens Consulting reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Stephens Consulting sold 762 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $87.5K.
  • Stephens Consulting first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 3 quarters.
  • Stephens Consulting's iShares 3-7 Year Treasury Bond ETF position peaked at $89.5K in Q3 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Stephens Consulting's 13F filing for Q1 2023, filed 19 Apr 2023.