BC
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Bartlett & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bartlett & Co’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
Q4 		$116K Buy
+988
New +$113K ﹤0.01% 554
2022
Q3 		– Sell
-7
Closed -$1K – 1210
2022
Q2 		$1K Buy
+7
New +$837 ﹤0.01% 1229
2017
Q2 		– Sell
-135
Closed -$17K – 692
2017
Q1 		$17K Hold
135
– – ﹤0.01% 552
2016
Q4 		$17K Hold
135
– – ﹤0.01% 555
2016
Q3 		$17K Hold
135
– – ﹤0.01% 555
2016
Q2 		$17K Hold
135
– – ﹤0.01% 561
2016
Q1 		$17K Sell
135
-354
-72% -$44.2K ﹤0.01% 549
2015
Q4 		$60K Sell
489
-80
-14% -$9.88K ﹤0.01% 399
2015
Q3 		$71K Buy
569
+434
+321% +$53.6K ﹤0.01% 351
2015
Q2 		$17K Buy
+135
New +$16.7K ﹤0.01% 558

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.1B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return