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

V 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 Q3	–	Sell	-2,671	Closed	-$308K	–	223
2023 Q2	$308K	Buy	2,671 +5	+0.2%	+$586	0.05%	284
2023 Q1	$314K	Buy	+2,666	New	+$310K	0.06%	282
2016 Q2	–	Sell	-6,783	Closed	-$854K	–	167
2016 Q1	$854K	Buy	+6,783	New	+$847K	0.68%	50

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

V Wealth Advisors's IEI Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 2,671 shares — an estimated $308K sold.

V Wealth Advisors first reported a position in IEI in Q1 2016 and held it in 3 quarters. The position peaked at $854K in Q1 2016. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

V Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,671 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $308K.
V Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
V Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $854K in Q1 2016.
594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.