WPSG
IEI icon

Wealth & Pension Services Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$2.22M Hold
17,479
– – 1.6% 13
2019
Q2 		$2.2M Buy
17,479
+672
+4% +$83.1K 1.6% 14
2019
Q1 		$2.07M Buy
+16,807
New +$2.05M 1.61% 14

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Wealth & Pension Services Group's IEI Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2019 at 17,479 shares worth $2.22M. The position accounts for 1.6% of the portfolio, ranked #13.

Wealth & Pension Services Group first reported a position in IEI in Q1 2019 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

  • Wealth & Pension Services Group held 17,479 shares of iShares 3-7 Year Treasury Bond ETF worth $2.22M as of Q3 2019.
  • Wealth & Pension Services Group left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2019.
  • iShares 3-7 Year Treasury Bond ETF made up 1.6% of Wealth & Pension Services Group's portfolio in Q3 2019, its #13 holding.
  • Wealth & Pension Services Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.