First Citizens Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First Citizens Bank & Trust’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	–	Sell	-1,938	Closed	-$228K	–	357
2023 Q1	$228K	Hold	1,938	–	–	﹤0.01%	305
2022 Q4	$223K	Buy	+1,938	New	+$222K	0.01%	294

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 22.9% 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

First Citizens Bank & Trust's IEI Position: Q2 2023 in Review

First Citizens Bank & Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 1,938 shares — an estimated $228K sold.

First Citizens Bank & Trust first reported a position in IEI in Q4 2022 and held it in 2 quarters. The position peaked at $228K in Q1 2023. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

First Citizens Bank & Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
First Citizens Bank & Trust sold 1,938 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $228K.
First Citizens Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
First Citizens Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $228K in Q1 2023.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on First Citizens Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.