Barrett Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Barrett Asset Management’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
2021 Q4	–	Sell	-416	Closed	-$54K	–	607
2021 Q3	$54K	Hold	416	–	–	﹤0.01%	306
2021 Q2	$54K	Hold	416	–	–	﹤0.01%	300
2021 Q1	$54K	Hold	416	–	–	﹤0.01%	293
2020 Q4	$55K	Hold	416	–	–	﹤0.01%	262
2020 Q3	$56K	Hold	416	–	–	﹤0.01%	242
2020 Q2	$56K	Hold	416	–	–	﹤0.01%	241
2020 Q1	$55K	Hold	416	–	–	﹤0.01%	211
2019 Q4	$52K	Hold	416	–	–	﹤0.01%	245
2019 Q3	$53K	Hold	416	–	–	﹤0.01%	229
2019 Q2	$52K	Hold	416	–	–	﹤0.01%	231
2019 Q1	$51K	Hold	416	–	–	﹤0.01%	230
2018 Q4	$51K	Hold	416	–	–	﹤0.01%	233
2018 Q3	$50K	Hold	416	–	–	﹤0.01%	245
2018 Q2	$50K	Hold	416	–	–	﹤0.01%	246
2018 Q1	$50K	Hold	416	–	–	﹤0.01%	243
2017 Q4	$51K	Hold	416	–	–	﹤0.01%	247
2017 Q3	$51K	Hold	416	–	–	﹤0.01%	234
2017 Q2	$51K	Hold	416	–	–	﹤0.01%	244
2017 Q1	$51K	Hold	416	–	–	﹤0.01%	223
2016 Q4	$51K	Hold	416	–	–	﹤0.01%	220
2016 Q3	$53K	Hold	416	–	–	﹤0.01%	210
2016 Q2	$53K	Hold	416	–	–	﹤0.01%	210
2016 Q1	$52K	Hold	416	–	–	﹤0.01%	205
2015 Q4	$51K	Buy	+416	New	+$51.4K	﹤0.01%	205

Other funds holding IEI

PCA

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barrett Asset Management's IEI Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 416 shares — an estimated $54K sold.

Barrett Asset Management first reported a position in IEI in Q4 2015 and held it in 24 quarters. The position peaked at $56K in Q3 2020. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

Barrett Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 416 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $54K.
Barrett Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 24 quarters.
Barrett Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $56K in Q3 2020.
535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.