Cypress Capital Management (Delaware)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-17,410	Closed	-$1.99M	–	75
2022 Q3	$1.99M	Buy	17,410 +960	+6%	+$114K	0.37%	63
2022 Q2	$1.96M	Sell	16,450 -7,965	-33%	-$952K	0.29%	69
2022 Q1	$2.98M	Buy	24,415 +1,327	+6%	+$167K	0.37%	64
2021 Q4	$2.97M	Buy	+23,088	New	+$2.98M	0.34%	69

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cypress Capital Management (Delaware)'s IEI Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 17,410 shares — an estimated $1.99M sold.

Cypress Capital Management (Delaware) first reported a position in IEI in Q4 2021 and held it in 4 quarters. The position peaked at $2.98M in Q1 2022. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 17,410 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.99M.
Cypress Capital Management (Delaware) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Cypress Capital Management (Delaware)'s iShares 3-7 Year Treasury Bond ETF position peaked at $2.98M in Q1 2022.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.