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Wetzel Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-96
Closed -$11.1K – 476
2024
Q2 		$11.1K Sell
96
-388
-80% -$44.5K 0.01% 445
2024
Q1 		$55K Buy
484
+388
+404% +$45K 0.03% 245
2023
Q4 		$11K Buy
+96
New +$11K 0.01% 499

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wetzel Investment Advisors's IEI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 96 shares — an estimated $11.1K sold.

Wetzel Investment Advisors first reported a position in IEI in Q4 2023 and held it in 3 quarters. The position peaked at $55K in Q1 2024. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 96 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $11.1K.
  • Wetzel Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $55K in Q1 2024.
  • 725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.