Cary Street Partners Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cary Street Partners Asset Management’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 Q1	–	Sell	-22	Closed	-$2.53K	–	417
2022 Q4	$2.53K	Buy	+22	New	+$2.52K	﹤0.01%	411

Other funds holding IEI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cary Street Partners Asset Management's IEI Position: Q1 2023 in Review

Cary Street Partners Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 22 shares — an estimated $2.53K sold.

Cary Street Partners Asset Management first reported a position in IEI in Q4 2022 and held it in 1 quarter. The position peaked at $2.53K in Q4 2022. 582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Cary Street Partners Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 22 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.53K.
Cary Street Partners Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
Cary Street Partners Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.53K in Q4 2022.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q1 2023, filed 12 May 2023.