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Tull Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tull Financial Group’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
-1,793
Closed -$214K – 29
2024
Q3 		$214K Buy
+1,793
New +$212K 0.13% 24

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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

Tull Financial Group's IEI Position: Q4 2024 in Review

Tull Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 1,793 shares — an estimated $214K sold.

Tull Financial Group first reported a position in IEI in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Tull Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tull Financial Group sold 1,793 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $214K.
  • Tull Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Tull Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $214K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Tull Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.