EFG Capital International’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

EFG Capital International’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
2023 Q2	$2.21M	Buy	+19,210	New	+$2.25M	0.51%	62

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

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

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

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

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

EFG Capital International's IEI Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023: 19,210 shares worth $2.21M. The stake represents 0.51% of the portfolio and ranks #62 among its holdings.

607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

EFG Capital International held 19,210 shares of iShares 3-7 Year Treasury Bond ETF worth $2.21M as of Q2 2023.
iShares 3-7 Year Treasury Bond ETF was a new EFG Capital International position in Q2 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.51% of EFG Capital International's portfolio in Q2 2023, its #62 holding.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.