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Wealth Enhancement & Preservation of GA’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q3 		– Sell
-7,452
Closed -$886K – 59
2022
Q2 		$886K Buy
+7,452
New +$891K 0.94% 37

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IEI Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 7,452 shares — an estimated $886K sold.

Wealth Enhancement & Preservation of GA first reported a position in IEI in Q2 2022 and held it in 1 quarter. The position peaked at $886K in Q2 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 7,452 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $886K.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares 3-7 Year Treasury Bond ETF position peaked at $886K in Q2 2022.
  • 540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.