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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-758
Closed -$89.1K – 577
2023
Q4 		$89.1K Hold
758
– – ﹤0.01% 362
2023
Q3 		$85.6K Hold
758
– – ﹤0.01% 370
2023
Q2 		$87.4K Buy
+758
New +$88.8K ﹤0.01% 379

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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEI Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 758 shares — an estimated $89.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEI in Q2 2023 and held it in 3 quarters. The position peaked at $89.1K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 758 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $89.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $89.1K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.