Stonehearth Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stonehearth Capital 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
2023 Q4	–	Sell	-2,357	Closed	-$267K	–	78
2023 Q3	$267K	Sell	2,357 -629	-21%	-$71.9K	0.15%	52
2023 Q2	$344K	Sell	2,986 -1,428	-32%	-$167K	0.18%	44
2023 Q1	$519K	Sell	4,414 -320	-7%	-$37.2K	0.28%	36
2022 Q4	$544K	Buy	+4,734	New	+$543K	0.31%	36
2022 Q3	–	Sell	-12,044	Closed	-$1.43M	–	68
2022 Q2	$1.43M	Buy	12,044 +7,138	+145%	+$853K	0.82%	22
2022 Q1	$599K	Buy	+4,906	New	+$616K	0.31%	34

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.2B AUM 21.09% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stonehearth Capital Management's IEI Position: Q4 2023 in Review

Stonehearth Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 2,357 shares — an estimated $267K sold.

Stonehearth Capital Management first reported a position in IEI in Q1 2022 and held it in 6 quarters. The position peaked at $1.43M in Q2 2022. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

Stonehearth Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Stonehearth Capital Management sold 2,357 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $267K.
Stonehearth Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
Stonehearth Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.43M in Q2 2022.
664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Stonehearth Capital Management's 13F filing for Q4 2023, filed 8 Jan 2024.