Cutler Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cutler Group’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 Q1	–	Sell	-500	Closed	-$58K	–	2856
2023 Q4	$58K	Buy	+500	New	+$57.1K	0.01%	1356
2020 Q4	–	Sell	-28	Closed	-$3K	–	5097
2020 Q3	$3K	Sell	28 -20,472	-100%	-$2.74M	﹤0.01%	3832
2020 Q2	$2.74M	Sell	20,500 -17,100	-45%	-$2.28M	0.18%	108
2020 Q1	$5.01M	Buy	+37,600	New	+$4.84M	0.26%	71
2017 Q4	–	Sell	-200	Closed	-$24K	–	5325
2017 Q3	$24K	Hold	200	–	–	﹤0.01%	2954
2017 Q2	$24K	Sell	200 -47	-19%	-$5.82K	﹤0.01%	3228
2017 Q1	$30K	Buy	+247	New	+$30.3K	﹤0.01%	2902

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cutler Group's IEI Position: Q1 2024 in Review

Cutler Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 500 shares — an estimated $58K sold.

Cutler Group first reported a position in IEI in Q1 2017 and held it in 7 quarters. The position peaked at $5.01M in Q1 2020. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Cutler Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 500 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $58K.
Cutler Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 7 quarters.
Cutler Group's iShares 3-7 Year Treasury Bond ETF position peaked at $5.01M in Q1 2020.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.