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

Verus Financial 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
2022
Q2 		– Sell
-4,128
Closed -$498K – 101
2022
Q1 		$498K Buy
+4,128
New +$518K 0.07% 49

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CSIA
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
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Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Verus Financial Partners's IEI Position: Q2 2022 in Review

Verus Financial Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 4,128 shares — an estimated $498K sold.

Verus Financial Partners first reported a position in IEI in Q1 2022 and held it in 1 quarter. The position peaked at $498K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

  • Verus Financial Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Verus Financial Partners sold 4,128 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $498K.
  • Verus Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • Verus Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $498K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Verus Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.