HBW
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Hazlett, Burt & Watson’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-62
Closed -$7K – 812
2024
Q4 		$7K Buy
+62
New +$7.24K ﹤0.01% 581
2024
Q3 		– Sell
-111
Closed -$13K – 730
2024
Q2 		$13K Hold
111
– – 0.01% 500
2024
Q1 		$13K Hold
111
– – 0.01% 488
2023
Q4 		$13K Hold
111
– – 0.01% 467
2023
Q3 		$13K Hold
111
– – 0.01% 469
2023
Q2 		$13K Hold
111
– – 0.01% 456
2023
Q1 		$13K Hold
111
– – 0.01% 424
2022
Q4 		$13K Hold
111
– – 0.01% 438
2022
Q3 		$13K Buy
111
+1
+0.9% +$118 0.01% 428
2022
Q2 		$13K Hold
110
– – 0.01% 429
2022
Q1 		$13K Buy
+110
New +$13.8K 0.01% 446

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return