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

Creekmur 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
2024
Q3 		– Sell
-87
Closed -$10K – 1066
2024
Q2 		$10K Buy
+87
New +$9.97K ﹤0.01% 503

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekmur Asset Management's IEI Position: Q3 2024 in Review

Creekmur Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 87 shares — an estimated $10K sold.

Creekmur Asset Management first reported a position in IEI in Q2 2024 and held it in 1 quarter. The position peaked at $10K in Q2 2024. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Creekmur Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 87 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $10K.
  • Creekmur Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Creekmur Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.