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Heritage Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Heritage Financial Services’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
Q1 		– Sell
-2,844
Closed -$333K – 107
2023
Q4 		$333K Buy
+2,844
New +$325K 0.06% 73

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Heritage Financial Services's IEI Position: Q1 2024 in Review

Heritage Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 2,844 shares — an estimated $333K sold.

Heritage Financial Services first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $333K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Heritage Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Financial Services sold 2,844 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $333K.
  • Heritage Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $333K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Heritage Financial Services's 13F filing for Q1 2024, filed 14 May 2024.