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

Wealth Effects’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
Q4 		– Sell
-2,266
Closed -$271K – 223
2024
Q3 		$271K Hold
2,266
– – 0.09% 164
2024
Q2 		$262K Sell
2,266
-519
-19% -$59.5K 0.09% 160
2024
Q1 		$323K Sell
2,785
-1,121
-29% -$130K 0.12% 145
2023
Q4 		$458K Buy
+3,906
New +$446K 0.17% 116

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Effects's IEI Position: Q4 2024 in Review

Wealth Effects sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 2,266 shares — an estimated $271K sold.

Wealth Effects first reported a position in IEI in Q4 2023 and held it in 4 quarters. The position peaked at $458K in Q4 2023. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Wealth Effects reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Effects sold 2,266 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $271K.
  • Wealth Effects first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Wealth Effects's iShares 3-7 Year Treasury Bond ETF position peaked at $458K in Q4 2023.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.