Perkins Coie Trust Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Perkins Coie Trust 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
2024 Q2	–	Sell	-545	Closed	-$63.1K	–	287
2024 Q1	$63.1K	Hold	545	–	–	0.01%	151
2023 Q4	$63.8K	Hold	545	–	–	0.02%	146
2023 Q3	$61.7K	Hold	545	–	–	0.02%	149
2023 Q2	$62.8K	Sell	545 -180	-25%	-$21.1K	0.02%	119
2023 Q1	$85.3K	Hold	725	–	–	0.03%	105
2022 Q4	$83.3K	Hold	725	–	–	0.03%	105
2022 Q3	$83K	Hold	725	–	–	0.03%	103
2022 Q2	$87K	Hold	725	–	–	0.03%	99
2022 Q1	$88K	Hold	725	–	–	0.03%	110
2021 Q4	$93K	Sell	725 -139	-16%	-$17.9K	0.03%	107
2021 Q3	$112K	Hold	864	–	–	0.04%	104
2021 Q2	$113K	Hold	864	–	–	0.03%	107
2021 Q1	$112K	Hold	864	–	–	0.04%	106
2020 Q4	$115K	Hold	864	–	–	0.04%	109
2020 Q3	$115K	Hold	864	–	–	0.05%	108
2020 Q2	$115K	Hold	864	–	–	0.05%	113
2020 Q1	$115K	Hold	864	–	–	0.06%	107
2019 Q4	$109K	Hold	864	–	–	0.04%	123
2019 Q3	$110K	Hold	864	–	–	0.05%	123
2019 Q2	$109K	Hold	864	–	–	0.05%	116
2019 Q1	$106K	Hold	864	–	–	0.05%	114
2018 Q4	$105K	Hold	864	–	–	0.06%	117
2018 Q3	$103K	Hold	864	–	–	0.05%	127
2018 Q2	$104K	Hold	864	–	–	0.05%	120
2018 Q1	$104K	Hold	864	–	–	0.05%	122
2017 Q4	$106K	Hold	864	–	–	0.05%	121
2017 Q3	$107K	Hold	864	–	–	0.06%	120
2017 Q2	$107K	Hold	864	–	–	0.06%	117
2017 Q1	$106K	Hold	864	–	–	0.06%	105
2016 Q4	$106K	Buy	+864	New	+$107K	0.06%	104

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Perkins Coie Trust Company's IEI Position: Q2 2024 in Review

Perkins Coie Trust Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 545 shares — an estimated $63.1K sold.

Perkins Coie Trust Company first reported a position in IEI in Q4 2016 and held it in 30 quarters. The position peaked at $115K in Q4 2020. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

Perkins Coie Trust Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Perkins Coie Trust Company sold 545 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $63.1K.
Perkins Coie Trust Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 30 quarters.
Perkins Coie Trust Company's iShares 3-7 Year Treasury Bond ETF position peaked at $115K in Q4 2020.
668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Perkins Coie Trust Company's 13F filing for Q2 2024, filed 15 Jul 2024.