Pitcairn’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pitcairn’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
2025 Q1	–	Sell	-5,535	Closed	-$640K	–	728
2024 Q4	$640K	Hold	5,535	–	–	0.04%	352
2024 Q3	$662K	Hold	5,535	–	–	0.04%	349
2024 Q2	$639K	Hold	5,535	–	–	0.04%	363
2024 Q1	$641K	Hold	5,535	–	–	0.04%	358
2023 Q4	$648K	Hold	5,535	–	–	0.05%	324
2023 Q3	$626K	Hold	5,535	–	–	0.05%	302
2023 Q2	$638K	Hold	5,535	–	–	0.05%	288
2023 Q1	$651K	Hold	5,535	–	–	0.06%	278
2022 Q4	$636K	Sell	5,535 -500	-8%	-$57.3K	0.06%	264
2022 Q3	$690K	Hold	6,035	–	–	0.07%	230
2022 Q2	$720K	Hold	6,035	–	–	0.08%	222
2022 Q1	$737K	Sell	6,035 -616	-9%	-$77.3K	0.06%	261
2021 Q4	$856K	Hold	6,651	–	–	0.06%	239
2021 Q3	$866K	Buy	6,651 +686	+12%	+$90K	0.06%	223
2021 Q2	$779K	Hold	5,965	–	–	0.05%	242
2021 Q1	$775K	Buy	+5,965	New	+$785K	0.06%	232

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pitcairn's IEI Position: Q1 2025 in Review

Pitcairn sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 5,535 shares — an estimated $640K sold.

Pitcairn first reported a position in IEI in Q1 2021 and held it in 16 quarters. The position peaked at $866K in Q3 2021. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Pitcairn reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Pitcairn sold 5,535 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $640K.
Pitcairn first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 16 quarters.
Pitcairn's iShares 3-7 Year Treasury Bond ETF position peaked at $866K in Q3 2021.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Pitcairn's 13F filing for Q1 2025, filed 9 May 2025.