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Whitegate Investment Counselors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Whitegate Investment Counselors’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
2022
Q4 		– Sell
-3,728
Closed -$426K – 62
2022
Q3 		$426K Buy
+3,728
New +$441K 0.16% 46
2022
Q1 		– Sell
-1,864
Closed -$240K – 67
2021
Q4 		$240K Sell
1,864
-1,529
-45% -$197K 0.07% 55
2021
Q3 		$442K Sell
3,393
-760
-18% -$99.7K 0.06% 166
2021
Q2 		$542K Buy
4,153
+1,985
+92% +$259K 0.08% 154
2021
Q1 		$282K Sell
2,168
-1,055
-33% -$139K 0.04% 183
2020
Q4 		$429K Buy
3,223
+6
+0.2% +$798 0.07% 158
2020
Q3 		$430K Buy
3,217
+374
+13% +$50K 0.08% 150
2020
Q2 		$380K Buy
+2,843
New +$379K 0.08% 149
2018
Q2 		– Sell
-18,923
Closed -$2.28M – 199
2018
Q1 		$2.28M Sell
18,923
-4,644
-20% -$560K 0.49% 69
2017
Q4 		$2.88M Sell
23,567
-1,635
-6% -$201K 0.6% 59
2017
Q3 		$3.11M Buy
25,202
+1,618
+7% +$201K 0.69% 47
2017
Q2 		$2.91M Buy
23,584
+652
+3% +$80.7K 0.66% 55
2017
Q1 		$2.82M Sell
22,932
-1,331
-5% -$163K 0.68% 55
2016
Q4 		$2.97M Buy
24,263
+563
+2% +$69.8K 0.8% 44
2016
Q3 		$3M Buy
23,700
+4,386
+23% +$555K 0.82% 43
2016
Q2 		$2.46M Buy
+19,314
New +$2.43M 0.68% 53
2014
Q1 		$2.26M Buy
+17,956
New +$2.17M 0.62% 58

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Whitegate Investment Counselors's IEI Position: Q4 2022 in Review

Whitegate Investment Counselors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 3,728 shares — an estimated $426K sold.

Whitegate Investment Counselors first reported a position in IEI in Q1 2014 and held it in 17 quarters. The position peaked at $3.11M in Q3 2017. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Whitegate Investment Counselors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Whitegate Investment Counselors sold 3,728 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $426K.
  • Whitegate Investment Counselors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and held it in 17 quarters.
  • Whitegate Investment Counselors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.11M in Q3 2017.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Whitegate Investment Counselors's 13F filing for Q4 2022, filed 31 Jan 2023.