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Hutchens & Kramer Investment Management Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hutchens & Kramer Investment Management Group’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
2023
Q2 		– Sell
-13,128
Closed -$1.54M – 126
2023
Q1 		$1.54M Buy
+13,128
New +$1.53M 1.33% 20

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's IEI Position: Q2 2023 in Review

Hutchens & Kramer Investment Management Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 13,128 shares — an estimated $1.54M sold.

Hutchens & Kramer Investment Management Group first reported a position in IEI in Q1 2023 and held it in 1 quarter. The position peaked at $1.54M in Q1 2023. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • Hutchens & Kramer Investment Management Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 13,128 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $1.54M.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Hutchens & Kramer Investment Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.54M in Q1 2023.
  • 608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2023, filed 18 Jul 2023.