IPG Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

IPG Investment Advisors’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	-19,590	Closed	-$2.29M	–	189
2023 Q4	$2.29M	Buy	+19,590	New	+$2.24M	0.46%	50
2020 Q2	–	Sell	-2,037	Closed	-$272K	–	142
2020 Q1	$272K	Buy	2,037 +6	+0.3%	+$773	0.11%	93
2019 Q4	$255K	Buy	2,031 +12	+0.6%	+$1.51K	0.08%	111
2019 Q3	$256K	Buy	2,019 +10	+0.5%	+$1.26K	0.09%	100
2019 Q2	$253K	Buy	2,009 +11	+0.6%	+$1.36K	0.09%	112
2019 Q1	$246K	Sell	1,998 -208	-9%	-$25.3K	0.08%	123
2018 Q4	$268K	Buy	2,206 +16	+0.7%	+$1.91K	0.1%	109
2018 Q3	$261K	Buy	2,190 +11	+0.5%	+$1.32K	0.08%	138
2018 Q2	$261K	Sell	2,179 -2,628	-55%	-$314K	0.09%	125
2018 Q1	$580K	Sell	4,807 -2,510	-34%	-$303K	0.19%	71
2017 Q4	$894K	Buy	7,317 +39	+0.5%	+$4.79K	0.37%	44
2017 Q3	$899K	Sell	7,278 -720	-9%	-$89.3K	0.31%	50
2017 Q2	$988K	Sell	7,998 -710	-8%	-$87.9K	0.4%	43
2017 Q1	$1.07M	Buy	8,708 +40	+0.5%	+$4.91K	0.48%	39
2016 Q4	$1.06M	Buy	8,668 +20	+0.2%	+$2.48K	0.43%	48
2016 Q3	$1.09M	Buy	+8,648	New	+$1.1M	0.46%	40

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 22.9% 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

IPG Investment Advisors's IEI Position: Q1 2024 in Review

IPG Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 19,590 shares — an estimated $2.29M sold.

IPG Investment Advisors first reported a position in IEI in Q3 2016 and held it in 16 quarters. The position peaked at $2.29M in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

IPG Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
IPG Investment Advisors sold 19,590 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $2.29M.
IPG Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and held it in 16 quarters.
IPG Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.29M in Q4 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.