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Cooperman Leon G’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cooperman Leon G’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
Q4 		– Sell
-2,917
Closed -$330K – 52
2023
Q3 		$330K Hold
2,917
– – 0.02% 48
2023
Q2 		$336K Hold
2,917
– – 0.02% 48
2023
Q1 		$343K Sell
2,917
-1,079
-27% -$125K 0.02% 47
2022
Q4 		$459K Hold
3,996
– – 0.03% 46
2022
Q3 		$457K Hold
3,996
– – 0.03% 44
2022
Q2 		$477K Buy
+3,996
New +$478K 0.03% 44

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cooperman Leon G's IEI Position: Q4 2023 in Review

Cooperman Leon G sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 2,917 shares — an estimated $330K sold.

Cooperman Leon G first reported a position in IEI in Q2 2022 and held it in 6 quarters. The position peaked at $477K in Q2 2022. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

  • Cooperman Leon G reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cooperman Leon G sold 2,917 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $330K.
  • Cooperman Leon G first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
  • Cooperman Leon G's iShares 3-7 Year Treasury Bond ETF position peaked at $477K in Q2 2022.
  • 664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Cooperman Leon G's 13F filing for Q4 2023, filed 14 Feb 2024.