Belvedere Trading
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Belvedere Trading’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Belvedere Trading’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
Q1 		– Sell
-500
Closed -$58.6K – 796
2023
Q4 		$58.6K Buy
+500
New +$57.1K ﹤0.01% 547

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Belvedere Trading's IEI Position: Q1 2024 in Review

Belvedere Trading sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 2,377 shares — an estimated $278K sold.

Belvedere Trading first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $278K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Belvedere Trading reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Belvedere Trading sold 2,377 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $278K.
  • Belvedere Trading first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Belvedere Trading's iShares 3-7 Year Treasury Bond ETF position peaked at $278K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Belvedere Trading's 13F filing for Q1 2024, filed 9 May 2024.