Verus Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Verus Capital 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
2024 Q1	–	Sell	-1,946	Closed	-$228K	–	357
2023 Q4	$228K	Hold	1,946	–	–	0.03%	282
2023 Q3	$220K	Sell	1,946 -603	-24%	-$69K	0.03%	269
2023 Q2	$294K	Sell	2,549 -72	-3%	-$8.43K	0.04%	225
2023 Q1	$308K	Sell	2,621 -702	-21%	-$81.6K	0.05%	217
2022 Q4	$382K	Sell	3,323 -1,534	-32%	-$176K	0.07%	177
2022 Q3	$555K	Sell	4,857 -1,673	-26%	-$198K	0.1%	132
2022 Q2	$781K	Buy	6,530 +479	+8%	+$57.3K	0.15%	105
2022 Q1	$720K	Buy	+6,051	New	+$759K	0.11%	129
2020 Q1	$199K	Buy	+1,489	New	+$192K	0.06%	193

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Verus Capital Partners's IEI Position: Q1 2024 in Review

Verus Capital Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 1,946 shares — an estimated $228K sold.

Verus Capital Partners first reported a position in IEI in Q1 2020 and held it in 9 quarters. The position peaked at $781K in Q2 2022. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Verus Capital Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Verus Capital Partners sold 1,946 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $228K.
Verus Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Verus Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $781K in Q2 2022.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Verus Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.