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Indiana Trust & Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Indiana Trust & Investment 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
Q2 		– Sell
-710
Closed -$82.2K – 467
2024
Q1 		$82.2K Hold
710
– – 0.03% 237
2023
Q4 		$83.2K Sell
710
-880
-55% -$100K 0.04% 222
2023
Q3 		$180K Buy
+1,590
New +$182K 0.09% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Indiana Trust & Investment Management's IEI Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 710 shares — an estimated $82.2K sold.

Indiana Trust & Investment Management first reported a position in IEI in Q3 2023 and held it in 3 quarters. The position peaked at $180K in Q3 2023. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 710 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $82.2K.
  • Indiana Trust & Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $180K in Q3 2023.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.