Cadence Bank NA’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cadence Bank NA’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
2020 Q4	–	Sell	-2,017	Closed	-$269K	–	197
2020 Q3	$269K	Hold	2,017	–	–	0.1%	150
2020 Q2	$270K	Hold	2,017	–	–	0.11%	147
2020 Q1	$269K	Hold	2,017	–	–	0.14%	137
2019 Q4	$254K	Buy	+2,017	New	+$255K	0.09%	165

Other funds holding IEI

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

PCA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cadence Bank NA's IEI Position: Q4 2020 in Review

Cadence Bank NA sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2020, closing a stake of 2,017 shares — an estimated $269K sold.

Cadence Bank NA first reported a position in IEI in Q4 2019 and held it in 4 quarters. The position peaked at $270K in Q2 2020. 510 funds tracked by Wall St. Rank hold IEI as of Q4 2020.

Cadence Bank NA reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Cadence Bank NA sold 2,017 iShares 3-7 Year Treasury Bond ETF shares in Q4 2020, an estimated $269K.
Cadence Bank NA first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 4 quarters.
Cadence Bank NA's iShares 3-7 Year Treasury Bond ETF position peaked at $270K in Q2 2020.
510 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2020.

Based on Cadence Bank NA's 13F filing for Q4 2020, filed 9 Feb 2021.