Coury Firm Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Coury Firm 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 Q3	–	Sell	-10,817	Closed	-$1.25M	–	54
2023 Q2	$1.25M	Buy	10,817 +10,381	+2,381%	+$1.22M	1.8%	10
2023 Q1	$1.27M	Sell	436 -10,378	-96%	-$1.21M	1.79%	12
2022 Q4	$1.24M	Buy	+10,814	New	+$1.24M	1.85%	10
2022 Q3	–	Sell	-11,114	Closed	-$1.33M	–	48
2022 Q2	$1.33M	Sell	11,114 -22,838	-67%	-$2.73M	1.76%	11
2022 Q1	$4.14M	Buy	33,952 +21,833	+180%	+$2.74M	3.59%	8
2021 Q4	$1.56M	Buy	+12,119	New	+$1.56M	1.18%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Coury Firm Asset Management's IEI Position: Q3 2023 in Review

Coury Firm Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 10,817 shares — an estimated $1.25M sold.

Coury Firm Asset Management first reported a position in IEI in Q4 2021 and held it in 6 quarters. The position peaked at $4.14M in Q1 2022. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

Coury Firm Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Coury Firm Asset Management sold 10,817 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.25M.
Coury Firm Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
Coury Firm Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.14M in Q1 2022.
594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.