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

New Legacy Group’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 		$385K Hold
3,400
– – 1.05% 19
2023
Q2 		$392K Hold
3,400
– – 0.99% 19
2023
Q1 		$400K Hold
3,400
– – 1.14% 19
2022
Q4 		$391K Hold
3,400
– – 1.21% 20
2022
Q3 		$389K Hold
3,400
– – 1% 20
2022
Q2 		$406K Hold
3,400
– – 0.82% 20
2022
Q1 		$415K Hold
3,400
– – 0.16% 21
2021
Q4 		$437K Buy
+3,400
New +$439K 0.08% 25

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 $374B AUM 17.66% 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 $74.2B AUM 21.09% 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 $40.4B AUM 21.2% 1-Year Est. Return

New Legacy Group's IEI Position: Q3 2023 in Review

New Legacy Group held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2023 at 3,400 shares worth $385K. The position accounts for 1.05% of the portfolio, ranked #19.

New Legacy Group first reported a position in IEI in Q4 2021 and has held it in 8 quarters since. The position peaked at $437K in Q4 2021. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • New Legacy Group held 3,400 shares of iShares 3-7 Year Treasury Bond ETF worth $385K as of Q3 2023.
  • New Legacy Group left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2023.
  • iShares 3-7 Year Treasury Bond ETF made up 1.05% of New Legacy Group's portfolio in Q3 2023, its #19 holding.
  • New Legacy Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's iShares 3-7 Year Treasury Bond ETF position peaked at $437K in Q4 2021.
  • 594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.