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InterOcean Capital Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

InterOcean Capital 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
2024
Q1 		$13.7M Buy
118,712
+58,585
+97% +$6.8M 0.33% 69
2023
Q4 		$7.04M Buy
+60,127
New +$6.86M 0.19% 88

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

InterOcean Capital Group's IEI Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 97% in Q1 2024, buying an estimated $6.8M and bringing the position to 118,712 shares worth $13.7M. The position accounts for 0.33% of the portfolio, ranked #69.

InterOcean Capital Group first reported a position in IEI in Q4 2023 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • InterOcean Capital Group held 118,712 shares of iShares 3-7 Year Treasury Bond ETF worth $13.7M as of Q1 2024.
  • InterOcean Capital Group bought 58,585 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $6.8M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.33% of InterOcean Capital Group's portfolio in Q1 2024, its #69 holding.
  • InterOcean Capital Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.