LT
IEI icon

Legacy Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Legacy Trust’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
Q3 		– Sell
-2,090
Closed -$241K – 160
2023
Q2 		$241K Buy
+2,090
New +$245K 0.07% 146

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy Trust's IEI Position: Q3 2023 in Review

Legacy Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 2,090 shares — an estimated $241K sold.

Legacy Trust first reported a position in IEI in Q2 2023 and held it in 1 quarter. The position peaked at $241K in Q2 2023. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Legacy Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Trust sold 2,090 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $241K.
  • Legacy Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Legacy Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $241K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Legacy Trust's 13F filing for Q3 2023, filed 16 Oct 2023.