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Wealthcare Advisory Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wealthcare Advisory 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
Q2 		– Sell
-2,328
Closed -$270K – 841
2024
Q1 		$270K Sell
2,328
-4,246
-65% -$493K 0.01% 704
2023
Q4 		$770K Sell
6,574
-4,904
-43% -$560K 0.03% 385
2023
Q3 		$1.3M Sell
11,478
-1,005
-8% -$115K 0.06% 237
2023
Q2 		$1.44M Sell
12,483
-344
-3% -$40.3K 0.06% 227
2023
Q1 		$1.51M Sell
12,827
-11,190
-47% -$1.3M 0.06% 225
2022
Q4 		$2.76M Buy
24,017
+9,504
+65% +$1.09M 0.13% 131
2022
Q3 		$1.66M Buy
14,513
+2,421
+20% +$287K 0.09% 158
2022
Q2 		$1.44M Buy
12,092
+4,928
+69% +$589K 0.09% 153
2022
Q1 		$874K Buy
7,164
+844
+13% +$106K 0.05% 216
2021
Q4 		$813K Buy
+6,320
New +$816K 0.05% 229
2021
Q2 		– Sell
-556
Closed -$72K – 1157
2021
Q1 		$72K Sell
556
-1,078
-66% -$142K 0.01% 767
2020
Q4 		$217K Buy
+1,634
New +$217K 0.02% 380
2020
Q2 		– Sell
-108
Closed -$14K – 813
2020
Q1 		$14K Buy
108
+106
+5,300% +$13.7K ﹤0.01% 825
2019
Q4 		$0 Sell
2
-11
-85% -$1.39K ﹤0.01% 1407
2019
Q3 		$2K Hold
13
– – ﹤0.01% 1219
2019
Q2 		$2K Hold
13
– – ﹤0.01% 1190
2019
Q1 		$2K Sell
13
-30
-70% -$3.65K ﹤0.01% 1098
2018
Q4 		$5K Buy
43
+30
+231% +$3.58K ﹤0.01% 933
2018
Q3 		$2K Hold
13
– – ﹤0.01% 1122
2018
Q2 		$2K Buy
13
+11
+550% +$1.32K ﹤0.01% 1122
2018
Q1 		$0 Sell
2
-1,929
-100% -$233K ﹤0.01% 1160
2017
Q4 		$236K Buy
1,931
+1,907
+7,946% +$234K 0.06% 158
2017
Q3 		$3K Buy
+24
New +$2.98K ﹤0.01% 730

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Wealthcare Advisory Partners's IEI Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 2,328 shares — an estimated $270K sold.

Wealthcare Advisory Partners first reported a position in IEI in Q3 2017 and held it in 23 quarters. The position peaked at $2.76M in Q4 2022. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,328 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $270K.
  • Wealthcare Advisory Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and held it in 23 quarters.
  • Wealthcare Advisory Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $2.76M in Q4 2022.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.