Wunderlich Capital Managemnt’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$995K	Buy	8,620 +495	+6%	+$56.7K	0.44%	62
2024 Q1	$941K	Buy	8,125 +620	+8%	+$72K	0.42%	64
2023 Q4	$879K	Buy	7,505 +1,455	+24%	+$166K	0.4%	64
2023 Q3	$685K	Sell	6,050 -283	-4%	-$32.4K	0.34%	63
2023 Q2	$730K	Buy	6,333 +714	+13%	+$83.6K	0.36%	63
2023 Q1	$661K	Buy	5,619 +881	+19%	+$102K	0.34%	66
2022 Q4	$544K	Buy	4,738 +1,406	+42%	+$161K	0.3%	67
2022 Q3	$381K	Buy	+3,332	New	+$394K	0.24%	66

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Wunderlich Capital Managemnt's IEI Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.1% in Q2 2024, buying an estimated $56.7K and bringing the position to 8,620 shares worth $995K. The position accounts for 0.44% of the portfolio, ranked #62.

Wunderlich Capital Managemnt first reported a position in IEI in Q3 2022 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Wunderlich Capital Managemnt held 8,620 shares of iShares 3-7 Year Treasury Bond ETF worth $995K as of Q2 2024.
Wunderlich Capital Managemnt bought 495 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $56.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.44% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #62 holding.
Wunderlich Capital Managemnt first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.