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HighTower Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

HighTower Trust’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
2022
Q3 		– Sell
-6,727
Closed -$626K – 285
2022
Q2 		$626K Buy
+6,727
New +$804K 0.07% 132

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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 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Trust's IEI Position: Q3 2022 in Review

HighTower Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 6,727 shares — an estimated $626K sold.

HighTower Trust first reported a position in IEI in Q2 2022 and held it in 1 quarter. The position peaked at $626K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

  • HighTower Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • HighTower Trust sold 6,727 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $626K.
  • HighTower Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • HighTower Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $626K in Q2 2022.
  • 539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.