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Gallacher Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gallacher Capital 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
2023
Q2 		– Sell
-1,764
Closed -$208K – 255
2023
Q1 		$208K Sell
1,764
-143
-7% -$16.6K 0.12% 222
2022
Q4 		$219K Buy
+1,907
New +$219K 0.13% 209

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
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 22.9% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gallacher Capital Management's IEI Position: Q2 2023 in Review

Gallacher Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 1,764 shares — an estimated $208K sold.

Gallacher Capital Management first reported a position in IEI in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • Gallacher Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Gallacher Capital Management sold 1,764 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $208K.
  • Gallacher Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Gallacher Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $219K in Q4 2022.
  • 607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Gallacher Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.