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Hobart Private Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hobart Private Capital’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
2020
Q3 		– Sell
-2,586
Closed -$346K – 144
2020
Q2 		$346K Buy
+2,586
New +$345K 0.19% 122

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SCM
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PCA
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hobart Private Capital's IEI Position: Q3 2020 in Review

Hobart Private Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 2,586 shares — an estimated $346K sold.

Hobart Private Capital first reported a position in IEI in Q2 2020 and held it in 1 quarter. The position peaked at $346K in Q2 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Hobart Private Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Hobart Private Capital sold 2,586 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $346K.
  • Hobart Private Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • Hobart Private Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $346K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.