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Choate Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Choate Investment Advisors’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
2021
Q3 		– Sell
-96
Closed -$13K – 320
2021
Q2 		$13K Hold
96
– – ﹤0.01% 317
2021
Q1 		$12K Hold
96
– – ﹤0.01% 289
2020
Q4 		$13K Hold
96
– – ﹤0.01% 277
2020
Q3 		$13K Buy
+96
New +$12.8K ﹤0.01% 275

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Choate Investment Advisors's IEI Position: Q3 2021 in Review

Choate Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2021, closing a stake of 96 shares — an estimated $13K sold.

Choate Investment Advisors first reported a position in IEI in Q3 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 496 funds tracked by Wall St. Rank hold IEI as of Q3 2021.

  • Choate Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 96 iShares 3-7 Year Treasury Bond ETF shares in Q3 2021, an estimated $13K.
  • Choate Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 4 quarters.
  • Choate Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.