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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Tyler-Stone Wealth Management's IEI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 167 shares — an estimated $19.3K sold.

Tyler-Stone Wealth Management first reported a position in IEI in Q4 2021 and held it in 10 quarters. The position peaked at $31K in Q1 2022. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 167 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $19.3K.
Tyler-Stone Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $31K in Q1 2022.
725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.