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Buckingham Capital Management (Ohio)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Buckingham Capital Management (Ohio)’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 		$34.7M Sell
300,018
-2,824
-0.9% -$330K 3.98% 4
2024
Q3 		$36.2M Sell
302,842
-1,900
-0.6% -$225K 4.14% 5
2024
Q2 		$35.2M Sell
304,742
-848
-0.3% -$97.2K 4.21% 4
2024
Q1 		$35.4M Buy
305,590
+5,127
+2% +$595K 4.34% 2
2023
Q4 		$35.2M Buy
300,463
+144,597
+93% +$16.5M 4.71% 2
2023
Q3 		$17.6M Buy
+155,866
New +$17.8M 2.69% 8

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s IEI Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.93% in Q4 2024, selling an estimated $330K and leaving 300,018 shares worth $34.7M. The position accounts for 3.98% of the portfolio, ranked #4.

Buckingham Capital Management (Ohio) first reported a position in IEI in Q3 2023 and has held it in 6 quarters since. The position peaked at $36.2M in Q3 2024. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 300,018 shares of iShares 3-7 Year Treasury Bond ETF worth $34.7M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 2,824 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $330K.
  • iShares 3-7 Year Treasury Bond ETF made up 3.98% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #4 holding.
  • Buckingham Capital Management (Ohio) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • Buckingham Capital Management (Ohio)'s iShares 3-7 Year Treasury Bond ETF position peaked at $36.2M in Q3 2024.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.