First Manhattan
IEI icon

First Manhattan’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First Manhattan’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
2024
Q2 		– Sell
-36
Closed -$4.17K – 954
2024
Q1 		$4.17K Hold
36
– – ﹤0.01% 1215
2023
Q4 		$4.22K Hold
36
– – ﹤0.01% 1216
2023
Q3 		$4.07K Hold
36
– – ﹤0.01% 1260
2023
Q2 		$4.15K Hold
36
– – ﹤0.01% 1252
2023
Q1 		$4.24K Sell
36
-39
-52% -$4.53K ﹤0.01% 1315
2022
Q4 		$8.62K Buy
75
+39
+108% +$4.47K ﹤0.01% 1279
2022
Q3 		$4K Sell
36
-12
-25% -$1.42K ﹤0.01% 1344
2022
Q2 		$5K Sell
48
-57
-54% -$6.81K ﹤0.01% 1335
2022
Q1 		$12K Buy
105
+12
+13% +$1.51K ﹤0.01% 1245
2021
Q4 		$11K Buy
93
+57
+158% +$7.36K ﹤0.01% 1258
2021
Q3 		$4K Hold
36
– – ﹤0.01% 1432
2021
Q2 		$4K Sell
36
-378
-91% -$49.3K ﹤0.01% 1432
2021
Q1 		$53K Sell
414
-22
-5% -$2.89K ﹤0.01% 949
2020
Q4 		$57K Sell
436
-61
-12% -$8.11K ﹤0.01% 878
2020
Q3 		$66K Buy
497
+58
+13% +$7.75K ﹤0.01% 840
2020
Q2 		$58K Buy
439
+61
+16% +$8.13K ﹤0.01% 852
2020
Q1 		$50K Hold
378
– – ﹤0.01% 850
2019
Q4 		$47K Hold
378
– – ﹤0.01% 924
2019
Q3 		$47K Hold
378
– – ﹤0.01% 923
2019
Q2 		$47K Hold
378
– – ﹤0.01% 949
2019
Q1 		$46K Hold
378
– – ﹤0.01% 971
2018
Q4 		$45K Buy
+378
New +$45.1K ﹤0.01% 943

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

First Manhattan's IEI Position: Q2 2024 in Review

First Manhattan sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 36 shares — an estimated $4.17K sold.

First Manhattan first reported a position in IEI in Q4 2018 and held it in 22 quarters. The position peaked at $66K in Q3 2020. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • First Manhattan reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 36 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $4.17K.
  • First Manhattan first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 22 quarters.
  • First Manhattan's iShares 3-7 Year Treasury Bond ETF position peaked at $66K in Q3 2020.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.