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

Tiedemann 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
-15,546
Closed -$1.83M – 260
2023
Q1 		$1.83M Hold
15,546
– – 0.08% 80
2022
Q4 		$1.79M Sell
15,546
-24,591
-61% -$2.82M 0.09% 82
2022
Q3 		$4.59M Buy
40,137
+29,964
+295% +$3.55M 0.28% 41
2022
Q2 		$1.22M Buy
+10,173
New +$1.22M 0.09% 100

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiedemann Advisors's IEI Position: Q2 2023 in Review

Tiedemann Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 15,546 shares — an estimated $1.83M sold.

Tiedemann Advisors first reported a position in IEI in Q2 2022 and held it in 4 quarters. The position peaked at $4.59M in Q3 2022. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • Tiedemann Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 15,546 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $1.83M.
  • Tiedemann Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
  • Tiedemann Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $4.59M in Q3 2022.
  • 607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.