MTIC
IEI icon

Missouri Trust & Investment Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Missouri Trust & Investment Company’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
-159
Closed -$19.6K – 433
2023
Q2 		$19.6K Buy
+159
New +$18.6K 0.01% 265

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Missouri Trust & Investment Company's IEI Position: Q3 2023 in Review

Missouri Trust & Investment Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 159 shares — an estimated $19.6K sold.

Missouri Trust & Investment Company first reported a position in IEI in Q2 2023 and held it in 1 quarter. The position peaked at $19.6K in Q2 2023. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • Missouri Trust & Investment Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 159 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $19.6K.
  • Missouri Trust & Investment Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Missouri Trust & Investment Company's iShares 3-7 Year Treasury Bond ETF position peaked at $19.6K in Q2 2023.
  • 594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2023, filed 14 Nov 2023.