Enterprise Trust & Investment’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Enterprise Trust & Investment’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
2020 Q3	–	Sell	-13	Closed	-$2K	–	194
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	186
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	182
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	183
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	193
2019 Q2	$2K	Buy	+13	New	+$1.61K	﹤0.01%	178

Other funds holding IEI

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Enterprise Trust & Investment's IEI Position: Q3 2020 in Review

Enterprise Trust & Investment sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 13 shares — an estimated $2K sold.

Enterprise Trust & Investment first reported a position in IEI in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Enterprise Trust & Investment reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Enterprise Trust & Investment sold 13 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $2K.
Enterprise Trust & Investment first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 5 quarters.
Enterprise Trust & Investment's iShares 3-7 Year Treasury Bond ETF position peaked at $2K in Q2 2020.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Enterprise Trust & Investment's 13F filing for Q3 2020, filed 8 Oct 2020.