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Grimes & Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Grimes & Company’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
Q3 		– Sell
-2,739
Closed -$316K – 370
2024
Q2 		$316K Buy
+2,739
New +$314K 0.01% 268

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Grimes & Company's IEI Position: Q3 2024 in Review

Grimes & Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 2,739 shares — an estimated $316K sold.

Grimes & Company first reported a position in IEI in Q2 2024 and held it in 1 quarter. The position peaked at $316K in Q2 2024. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Grimes & Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Grimes & Company sold 2,739 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $316K.
  • Grimes & Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Grimes & Company's iShares 3-7 Year Treasury Bond ETF position peaked at $316K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Grimes & Company's 13F filing for Q3 2024, filed 22 Oct 2024.