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Tyler-Stone Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-167
Closed -$19.3K – 595
2024
Q2 		$19.3K Hold
167
– – 0.01% 532
2024
Q1 		$19.3K Hold
167
– – 0.01% 531
2023
Q4 		$19.6K Sell
167
-85
-34% -$9.7K 0.01% 506
2023
Q3 		$29K Hold
252
– – 0.02% 421
2023
Q2 		$29K Buy
+252
New +$29.5K 0.02% 430
2022
Q4 		$29K Hold
252
– – 0.02% 397
2022
Q3 		$29K Hold
252
– – 0.02% 374
2022
Q2 		$30K Hold
252
– – 0.02% 389
2022
Q1 		$31K Buy
252
+85
+51% +$10.7K 0.02% 412
2021
Q4 		$21K Buy
+167
New +$21.6K 0.01% 488

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return