New York Life Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

New York Life 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	-259,700	Closed	-$30.6M	–	1327
2023 Q1	$30.6M	Buy	259,700 +41,847	+19%	+$4.86M	0.34%	52
2022 Q4	$25M	Sell	217,853 -52,122	-19%	-$5.98M	0.29%	68
2022 Q3	$30.9M	Buy	269,975 +22,956	+9%	+$2.72M	0.37%	50
2022 Q2	$29.5M	Buy	+247,019	New	+$29.5M	0.34%	52
2013 Q4	–	Sell	-50,964	Closed	-$6.18M	–	157
2013 Q3	$6.18M	Sell	50,964 -19,983	-28%	-$2.41M	1.9%	17
2013 Q2	$8.57M	Buy	+70,947	New	+$8.72M	2.73%	12

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New York Life Investment Management's IEI Position: Q2 2023 in Review

New York Life Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 259,700 shares — an estimated $30.6M sold.

New York Life Investment Management first reported a position in IEI in Q2 2013 and held it in 6 quarters. The position peaked at $30.9M in Q3 2022. 608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

New York Life Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 259,700 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $30.6M.
New York Life Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
New York Life Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $30.9M in Q3 2022.
608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.