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Wedbush Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wedbush Securities’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
2025
Q1 		– Sell
-1,967
Closed -$227K – 1143
2024
Q4 		$227K Sell
1,967
-646
-25% -$75.4K 0.01% 966
2024
Q3 		$313K Buy
2,613
+70
+3% +$8.27K 0.01% 788
2024
Q2 		$294K Buy
+2,543
New +$291K 0.01% 867
2021
Q1 		– Sell
-6,576
Closed -$874K – 1083
2020
Q4 		$874K Sell
6,576
-5,732
-47% -$762K 0.08% 276
2020
Q3 		$1.64M Buy
12,308
+2,866
+30% +$383K 0.16% 133
2020
Q2 		$1.26M Buy
+9,442
New +$1.26M 0.12% 173

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return