Highview Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Highview Capital Management’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	-79,043	Closed	-$9.26M	–	116
2023 Q4	$9.26M	Sell	79,043 -2,898	-4%	-$331K	4.93%	2
2023 Q3	$9.27M	Sell	81,941 -88,323	-52%	-$10.1M	5.3%	2
2023 Q2	$19.6M	Buy	170,264 +13,603	+9%	+$1.59M	10.57%	1
2023 Q1	$18.4M	Buy	156,661 +4,851	+3%	+$564K	10.65%	1
2022 Q4	$17.4M	Buy	+151,810	New	+$17.4M	10.62%	1

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Highview Capital Management's IEI Position: Q1 2024 in Review

Highview Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 79,043 shares — an estimated $9.26M sold.

Highview Capital Management first reported a position in IEI in Q4 2022 and held it in 5 quarters. The position peaked at $19.6M in Q2 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Highview Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Highview Capital Management sold 79,043 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $9.26M.
Highview Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
Highview Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $19.6M in Q2 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Highview Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.