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

WealthPLAN 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
2023 Q3	–	Sell	-43	Closed	-$4.96K	–	687
2023 Q2	$4.96K	Sell	43 -278	-87%	-$32.6K	﹤0.01%	913
2023 Q1	$37.8K	Buy	+321	New	+$37.3K	﹤0.01%	607
2016 Q3	$3.15K	Sell	25 -2,065	-99%	-$261K	﹤0.01%	792
2016 Q2	$3.45K	Buy	+2,090	New	+$263K	﹤0.01%	2101
2015 Q4	$7.49K	Buy	+133	New	+$16.4K	﹤0.01%	1236

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthPLAN Partners's IEI Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 43 shares — an estimated $4.96K sold.

WealthPLAN Partners first reported a position in IEI in Q4 2015 and held it in 5 quarters. The position peaked at $37.8K in Q1 2023. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

WealthPLAN Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 43 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $4.96K.
WealthPLAN Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $37.8K in Q1 2023.
593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.