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

Transform Wealth’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
2022 Q4	–	Sell	-1,919	Closed	-$219K	–	222
2022 Q3	$219K	Sell	1,919 -55	-3%	-$6.51K	0.03%	170
2022 Q2	$236K	Sell	1,974 -23	-1%	-$2.75K	0.04%	180
2022 Q1	$244K	Sell	1,997 -10,827	-84%	-$1.36M	0.03%	212
2021 Q4	$1.65M	Buy	12,824 +7,894	+160%	+$1.02M	0.17%	90
2021 Q3	$642K	Buy	+4,930	New	+$647K	0.07%	147
2020 Q3	–	Sell	-10,485	Closed	-$1.4M	–	222
2020 Q2	$1.4M	Buy	10,485 +8,116	+343%	+$1.08M	0.24%	85
2020 Q1	$316K	Sell	2,369 -168	-7%	-$21.6K	0.07%	169
2019 Q4	$319K	Sell	2,537 -60	-2%	-$7.58K	0.05%	183
2019 Q3	$329K	Sell	2,597 -60,413	-96%	-$7.63M	0.06%	173
2019 Q2	$7.92M	Buy	+63,010	New	+$7.79M	1.16%	17
2017 Q2	–	Sell	-3,039	Closed	-$374K	–	78
2017 Q1	$374K	Buy	+3,039	New	+$373K	0.14%	164

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Transform Wealth's IEI Position: Q4 2022 in Review

Transform Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 1,919 shares — an estimated $219K sold.

Transform Wealth first reported a position in IEI in Q1 2017 and held it in 11 quarters. The position peaked at $7.92M in Q2 2019. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Transform Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Transform Wealth sold 1,919 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $219K.
Transform Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 11 quarters.
Transform Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $7.92M in Q2 2019.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Transform Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.