CG
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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return