Eaton Vance Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Eaton Vance 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
2022 Q3	$1.41M	Buy	12,348 +1,280	+12%	+$152K	﹤0.01%	1148
2022 Q2	$1.32M	Sell	11,068 -298,092	-96%	-$35.6M	﹤0.01%	1197
2022 Q1	$37.7M	Buy	309,160 +41,252	+15%	+$5.18M	0.04%	367
2021 Q4	$34.5M	Sell	267,908 -159,141	-37%	-$20.5M	0.04%	372
2021 Q3	$55K	Sell	427,049 -216,719	-34%	-$28.4M	﹤0.01%	1508
2021 Q2	$84M	Buy	643,768 +61,227	+11%	+$7.99M	0.11%	187
2021 Q1	$75.7M	Buy	582,541 +40,801	+8%	+$5.37M	0.11%	191
2020 Q4	$72M	Buy	+541,740	New	+$72M	0.11%	181

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Eaton Vance Management's IEI Position: Q3 2022 in Review

Eaton Vance Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q3 2022, buying an estimated $152K and bringing the position to 12,348 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Eaton Vance Management first reported a position in IEI in Q4 2020 and has held it in 8 quarters since. The position peaked at $84M in Q2 2021. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Eaton Vance Management held 12,348 shares of iShares 3-7 Year Treasury Bond ETF worth $1.41M as of Q3 2022.
Eaton Vance Management bought 1,280 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $152K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1148 holding.
Eaton Vance Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
Eaton Vance Management's iShares 3-7 Year Treasury Bond ETF position peaked at $84M in Q2 2021.
540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.