VVP
IEI icon

Venture Visionary Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Venture Visionary Partners’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
2025
Q3 		– Sell
-1,773
Closed -$211K – 657
2025
Q2 		$211K Buy
+1,773
New +$209K 0.01% 562
2022
Q3 		– Sell
-160
Closed -$19.2K – 968
2022
Q2 		$19.2K Buy
+160
New +$19.1K ﹤0.01% 1035
2021
Q2 		– Sell
-1,655
Closed -$215K – 509
2021
Q1 		$215K Sell
1,655
-54
-3% -$7.1K 0.02% 429
2020
Q4 		$227K Buy
+1,709
New +$227K 0.03% 353

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Invesco
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Financial Engines Advisors
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Envestnet Asset Management
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return