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

Sutton 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
Q3 		$140K Buy
1,241
+1,107
+826% +$127K 0.07% 135
2023
Q2 		$15.4K Buy
+134
New +$15.7K 0.01% 388

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sutton Wealth Advisors's IEI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 826% in Q3 2023, buying an estimated $127K and bringing the position to 1,241 shares worth $140K. The position accounts for 0.07% of the portfolio, ranked #135.

Sutton Wealth Advisors first reported a position in IEI in Q2 2023 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Sutton Wealth Advisors held 1,241 shares of iShares 3-7 Year Treasury Bond ETF worth $140K as of Q3 2023.
  • Sutton Wealth Advisors bought 1,107 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $127K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #135 holding.
  • Sutton Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.