Juniper Hill Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Juniper Hill Capital 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
2025 Q1	–	Sell	-153,297	Closed	-$17.7M	–	5
2024 Q4	$17.7M	Hold	153,297	–	–	3.92%	6
2024 Q3	$18.3M	Hold	153,297	–	–	4.21%	5
2024 Q2	$17.7M	Hold	153,297	–	–	4.42%	5
2024 Q1	$17.8M	Hold	153,297	–	–	4.73%	4
2023 Q4	$18M	Hold	153,297	–	–	4.96%	4
2023 Q3	$17.3M	Hold	153,297	–	–	5.65%	4
2023 Q2	$17.7M	Hold	153,297	–	–	5.89%	4
2023 Q1	$18M	Hold	153,297	–	–	7%	4
2022 Q4	$17.6M	Hold	153,297	–	–	5.57%	5
2022 Q3	$17.5M	Hold	153,297	–	–	9.1%	4
2022 Q2	$18.3M	Hold	153,297	–	–	8.03%	4
2022 Q1	$18.7M	Hold	153,297	–	–	5.4%	7
2021 Q4	$19.7M	Hold	153,297	–	–	7.01%	4
2021 Q3	$20M	Hold	153,297	–	–	4.46%	5
2021 Q2	$20M	Sell	153,297 -407,200	-73%	-$53.2M	6.7%	5
2021 Q1	$72.8M	Buy	560,497 +259,700	+86%	+$34.2M	22.14%	2
2020 Q4	$40M	Sell	300,797 -960,775	-76%	-$128M	36.28%	1
2020 Q3	$169M	Buy	1,261,572 +411,300	+48%	+$55M	53.03%	1
2020 Q2	$114M	Buy	850,272 +60,000	+8%	+$8M	87.08%	1
2020 Q1	$98.3M	Hold	790,272	–	–	91.04%	1
2019 Q4	$99.4M	Buy	+790,272	New	+$99.8M	92.78%	1

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Juniper Hill Capital Management's IEI Position: Q1 2025 in Review

Juniper Hill Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 153,297 shares — an estimated $17.7M sold.

Juniper Hill Capital Management first reported a position in IEI in Q4 2019 and held it in 21 quarters. The position peaked at $169M in Q3 2020. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Juniper Hill Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Juniper Hill Capital Management sold 153,297 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $17.7M.
Juniper Hill Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 21 quarters.
Juniper Hill Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $169M in Q3 2020.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Juniper Hill Capital Management's 13F filing for Q1 2025, filed 13 May 2025.