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Zullo Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-51
Closed -$5.86K – 410
2022
Q4 		$5.86K Hold
51
– – ﹤0.01% 577
2022
Q3 		$6K Hold
51
– – ﹤0.01% 564
2022
Q2 		$6K Hold
51
– – ﹤0.01% 582
2022
Q1 		$6K Hold
51
– – ﹤0.01% 622
2021
Q4 		$7K Buy
+51
New +$6.58K ﹤0.01% 601

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Zullo Investment Group's IEI Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 51 shares — an estimated $5.86K sold.

Zullo Investment Group first reported a position in IEI in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 51 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $5.86K.
  • Zullo Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $7K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.