U.S. Capital Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-127	Closed	-$14.6K	–	1048
2022 Q4	$14.6K	Buy	+127	New	+$14.6K	﹤0.01%	1185

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

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

CSIA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's IEI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 127 shares — an estimated $14.6K sold.

U.S. Capital Wealth Advisors first reported a position in IEI in Q4 2022 and held it in 1 quarter. The position peaked at $14.6K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 127 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $14.6K.
U.S. Capital Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $14.6K in Q4 2022.
581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.