Bank of Nova Scotia’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bank of Nova Scotia’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	–	Sell	-166,400	Closed	-$19.9M	–	1083
2024 Q3	$19.9M	Buy	+166,400	New	+$19.7M	0.04%	234
2023 Q1	–	Sell	-62,480	Closed	-$7.17M	–	1182
2022 Q4	$7.17M	Buy	+62,480	New	+$7.16M	0.02%	413
2022 Q1	–	Sell	-179,600	Closed	-$23.1M	–	1246
2021 Q4	$23.1M	Buy	+179,600	New	+$23.2M	0.03%	359
2020 Q3	–	Sell	-14,722	Closed	-$1.97M	–	1035
2020 Q2	$1.97M	Buy	+14,722	New	+$1.96M	0.01%	571
2018 Q3	–	Sell	-5,390	Closed	-$652K	–	903
2018 Q2	$652K	Buy	+5,390	New	+$645K	﹤0.01%	723
2018 Q1	–	Sell	-4,480	Closed	-$518K	–	957
2017 Q4	$518K	Buy	+4,480	New	+$550K	﹤0.01%	836

Other funds holding IEI

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of Nova Scotia's IEI Position: Q4 2024 in Review

Bank of Nova Scotia sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 166,400 shares — an estimated $19.9M sold.

Bank of Nova Scotia first reported a position in IEI in Q4 2017 and held it in 6 quarters. The position peaked at $23.1M in Q4 2021. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Bank of Nova Scotia reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Bank of Nova Scotia sold 166,400 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $19.9M.
Bank of Nova Scotia first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
Bank of Nova Scotia's iShares 3-7 Year Treasury Bond ETF position peaked at $23.1M in Q4 2021.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Bank of Nova Scotia's 13F filing for Q4 2024, filed 13 Feb 2025.