Nomura Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Nomura Asset 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 Q1	–	Sell	-10,500	Closed	-$1.21M	–	1559
2022 Q4	$1.21M	Hold	10,500	–	–	0.01%	783
2022 Q3	$1.2M	Hold	10,500	–	–	0.01%	767
2022 Q2	$654K	Buy	+10,500	New	+$1.25M	﹤0.01%	861
2020 Q2	–	Sell	-2,285	Closed	-$305K	–	976
2020 Q1	$305K	Buy	+2,285	New	+$294K	﹤0.01%	862

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nomura Asset Management's IEI Position: Q1 2023 in Review

Nomura Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 10,500 shares — an estimated $1.21M sold.

Nomura Asset Management first reported a position in IEI in Q1 2020 and held it in 4 quarters. The position peaked at $1.21M in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Nomura Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Nomura Asset Management sold 10,500 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.21M.
Nomura Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
Nomura Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.21M in Q4 2022.
581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Nomura Asset Management's 13F filing for Q1 2023, filed 11 May 2023.