TCWA
IEI icon

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

Ten Capital 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
Q2 		– Sell
-79
Closed -$9.29K – 343
2023
Q1 		$9.29K Buy
+79
New +$9.18K ﹤0.01% 372

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ten Capital Wealth Advisors's IEI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 79 shares — an estimated $9.29K sold.

Ten Capital Wealth Advisors first reported a position in IEI in Q1 2023 and held it in 1 quarter. The position peaked at $9.29K in Q1 2023. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 79 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $9.29K.
  • Ten Capital Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $9.29K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.