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WR Wealth Planners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WR Wealth Planners’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
Q4 		$159K Buy
1,379
+272
+25% +$31.7K 0.05% 178
2024
Q3 		$132K Hold
1,107
– – 0.04% 233
2024
Q2 		$128K Buy
1,107
+61
+6% +$6.99K 0.04% 223
2024
Q1 		$121K Buy
+1,046
New +$121K 0.04% 232
2023
Q4 		– Sell
-905
Closed -$102K – 500
2023
Q3 		$102K Sell
905
-272
-23% -$31.1K 0.04% 231
2023
Q2 		$136K Buy
1,177
+467
+66% +$54.7K 0.05% 208
2023
Q1 		$83.5K Buy
+710
New +$82.5K 0.04% 262
2022
Q2 		– Sell
-138
Closed -$16.8K – 533
2022
Q1 		$16.8K Buy
+138
New +$17.3K 0.01% 248

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WR Wealth Planners's IEI Position: Q4 2024 in Review

WR Wealth Planners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 25% in Q4 2024, buying an estimated $31.7K and bringing the position to 1,379 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #178.

WR Wealth Planners first reported a position in IEI in Q1 2022 and has held it in 8 quarters since. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • WR Wealth Planners held 1,379 shares of iShares 3-7 Year Treasury Bond ETF worth $159K as of Q4 2024.
  • WR Wealth Planners bought 272 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $31.7K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #178 holding.
  • WR Wealth Planners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.