LBIM
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Land & Buildings Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Land & Buildings 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
2023
Q2 		– Sell
-32,300
Closed -$3.8M – 24
2023
Q1 		$3.8M Hold
32,300
– – 0.88% 20
2022
Q4 		$3.71M Hold
32,300
– – 0.8% 17
2022
Q3 		$3.69M Buy
+32,300
New +$3.82M 0.81% 17

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

Land & Buildings Investment Management's IEI Position: Q2 2023 in Review

Land & Buildings Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 32,300 shares — an estimated $3.8M sold.

Land & Buildings Investment Management first reported a position in IEI in Q3 2022 and held it in 3 quarters. The position peaked at $3.8M in Q1 2023. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

  • Land & Buildings Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Land & Buildings Investment Management sold 32,300 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $3.8M.
  • Land & Buildings Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Land & Buildings Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.8M in Q1 2023.
  • 608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Land & Buildings Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.