Great Lakes Retirement’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Great Lakes Retirement’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 Q4	–	Sell	-9,957	Closed	-$1.19M	–	209
2024 Q3	$1.19M	Sell	9,957 -484	-5%	-$57.2K	0.15%	137
2024 Q2	$1.21M	Sell	10,441 -1,016	-9%	-$116K	0.17%	124
2024 Q1	$1.33M	Sell	11,457 -739	-6%	-$85.8K	0.2%	108
2023 Q4	$1.43M	Sell	12,196 -3,939	-24%	-$450K	0.24%	89
2023 Q3	$1.83M	Sell	16,135 -1,433	-8%	-$164K	0.33%	59
2023 Q2	$2.02M	Sell	17,568 -1,233	-7%	-$144K	0.36%	53
2023 Q1	$2.21M	Buy	+18,801	New	+$2.18M	0.42%	46

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Great Lakes Retirement's IEI Position: Q4 2024 in Review

Great Lakes Retirement sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 9,957 shares — an estimated $1.19M sold.

Great Lakes Retirement first reported a position in IEI in Q1 2023 and held it in 7 quarters. The position peaked at $2.21M in Q1 2023. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

Great Lakes Retirement reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Great Lakes Retirement sold 9,957 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.19M.
Great Lakes Retirement first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Great Lakes Retirement's iShares 3-7 Year Treasury Bond ETF position peaked at $2.21M in Q1 2023.
735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Great Lakes Retirement's 13F filing for Q4 2024, filed 29 Jan 2025.