People's United Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

People's United Financial’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
2022 Q1	$1.29M	Sell	10,571 -1,484	-12%	-$186K	0.04%	283
2021 Q4	$1.55M	Sell	12,055 -106	-0.9%	-$13.7K	0.04%	279
2021 Q3	$1.58M	Sell	12,161 -355	-3%	-$46.6K	0.04%	289
2021 Q2	$1.63M	Sell	12,516 -718	-5%	-$93.7K	0.04%	292
2021 Q1	$1.72M	Buy	13,234 +160	+1%	+$21K	0.04%	265
2020 Q4	$1.74M	Sell	13,074 -422	-3%	-$56.1K	0.04%	249
2020 Q3	$1.8M	Buy	13,496 +688	+5%	+$91.9K	0.05%	221
2020 Q2	$1.71M	Sell	12,808 -1,278	-9%	-$170K	0.05%	218
2020 Q1	$1.88M	Sell	14,086 -938	-6%	-$121K	0.07%	189
2019 Q4	$1.89M	Sell	15,024 -463	-3%	-$58.5K	0.05%	256
2019 Q3	$1.96M	Buy	15,487 +3,355	+28%	+$424K	0.06%	249
2019 Q2	$1.53M	Buy	+12,132	New	+$1.5M	0.04%	306
2014 Q1	–	Sell	-39	Closed	-$5K	–	794
2013 Q4	$5K	Hold	39	–	–	﹤0.01%	722
2013 Q3	$5K	Hold	39	–	–	﹤0.01%	720
2013 Q2	$5K	Buy	+39	New	+$4.79K	﹤0.01%	677

Other funds holding IEI

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

People's United Financial's IEI Position: Q1 2022 in Review

People's United Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q1 2022, selling an estimated $186K and leaving 10,571 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #283.

People's United Financial first reported a position in IEI in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.96M in Q3 2019. 537 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

People's United Financial held 10,571 shares of iShares 3-7 Year Treasury Bond ETF worth $1.29M as of Q1 2022.
People's United Financial sold 1,484 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $186K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of People's United Financial's portfolio in Q1 2022, its #283 holding.
People's United Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 15 quarters since.
People's United Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $1.96M in Q3 2019.
537 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.