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Strategic Investment Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Investment Solutions’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
-792
Closed -$94.7K – 670
2024
Q3 		$94.7K Buy
+792
New +$93.6K 0.03% 149

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Invesco
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Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Strategic Investment Solutions's IEI Position: Q4 2024 in Review

Strategic Investment Solutions sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 792 shares — an estimated $94.7K sold.

Strategic Investment Solutions first reported a position in IEI in Q3 2024 and held it in 1 quarter. The position peaked at $94.7K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Strategic Investment Solutions reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 792 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $94.7K.
  • Strategic Investment Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Strategic Investment Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $94.7K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.