Associated Banc-Corp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Associated Banc-Corp’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 Q2	–	Sell	-3,257	Closed	-$398K	–	313
2022 Q1	$398K	Buy	+3,257	New	+$409K	0.02%	251
2019 Q1	–	Sell	-2,173	Closed	-$264K	–	273
2018 Q4	$264K	Buy	+2,173	New	+$259K	0.02%	241

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Associated Banc-Corp's IEI Position: Q2 2022 in Review

Associated Banc-Corp sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 3,257 shares — an estimated $398K sold.

Associated Banc-Corp first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $398K in Q1 2022. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Associated Banc-Corp reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Associated Banc-Corp sold 3,257 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $398K.
Associated Banc-Corp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
Associated Banc-Corp's iShares 3-7 Year Treasury Bond ETF position peaked at $398K in Q1 2022.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Associated Banc-Corp's 13F filing for Q2 2022, filed 10 Aug 2022.