Bessemer Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bessemer Group’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 Q2	–	Sell	-22	Closed	-$3K	–	2081
2024 Q1	$3K	Buy	+22	New	+$2.55K	﹤0.01%	1853
2023 Q1	–	Sell	-281	Closed	-$32K	–	1977
2022 Q4	$32K	Sell	281 -136	-33%	-$15.6K	﹤0.01%	1224
2022 Q3	$48K	Buy	+417	New	+$49.4K	﹤0.01%	1176
2022 Q1	–	Sell	-7	Closed	-$1K	–	1878
2021 Q4	$1K	Buy	+7	New	+$904	﹤0.01%	1807
2021 Q3	–	Sell	-3,537	Closed	-$462K	–	1709
2021 Q2	$462K	Buy	3,537 +3,212	+988%	+$419K	﹤0.01%	596
2021 Q1	$42K	Buy	+325	New	+$42.8K	﹤0.01%	1042
2019 Q2	–	Sell	-79	Closed	-$10K	–	1718
2019 Q1	$10K	Sell	79 -3	-4%	-$365	﹤0.01%	1503
2018 Q4	$10K	Sell	82 -76	-48%	-$9.07K	﹤0.01%	1650
2018 Q3	$19K	Buy	+158	New	+$18.9K	﹤0.01%	1473

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

Bessemer Group's IEI Position: Q2 2024 in Review

Bessemer Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 22 shares — an estimated $3K sold.

Bessemer Group first reported a position in IEI in Q3 2018 and held it in 9 quarters. The position peaked at $462K in Q2 2021. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Bessemer Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Bessemer Group sold 22 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $3K.
Bessemer Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 9 quarters.
Bessemer Group's iShares 3-7 Year Treasury Bond ETF position peaked at $462K in Q2 2021.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Bessemer Group's 13F filing for Q2 2024, filed 13 Aug 2024.