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

Prudential 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
2024
Q4 		– Sell
-54,929
Closed -$6.57M – 2473
2024
Q3 		$6.57M Buy
54,929
+6,655
+14% +$786K 0.01% 865
2024
Q2 		$5.57M Sell
48,274
-9,166
-16% -$1.05M 0.01% 877
2024
Q1 		$6.65M Buy
57,440
+3,268
+6% +$379K 0.01% 817
2023
Q4 		$6.35M Buy
54,172
+9,431
+21% +$1.08M 0.01% 829
2023
Q3 		$5.06M Sell
44,741
-17,197
-28% -$1.97M 0.01% 888
2023
Q2 		$7.14M Buy
61,938
+29,570
+91% +$3.46M 0.01% 763
2023
Q1 		$3.89M Sell
32,368
-7,790
-19% -$905K 0.01% 976
2022
Q4 		$4.61M Buy
40,158
+9,770
+32% +$1.12M 0.01% 902
2022
Q3 		$3.48M Buy
30,388
+2,255
+8% +$267K 0.01% 1013
2022
Q2 		$3.34M Buy
28,133
+3,572
+15% +$427K 0.01% 1104
2022
Q1 		$3M Sell
24,561
-2,180
-8% -$274K ﹤0.01% 1271
2021
Q4 		$3.46M Sell
26,741
-3,282
-11% -$424K ﹤0.01% 1238
2021
Q3 		$3.93M Buy
30,023
+7,894
+36% +$1.04M 0.01% 1110
2021
Q2 		$2.89M Buy
22,129
+403
+2% +$52.6K ﹤0.01% 1304
2021
Q1 		$2.82M Sell
21,726
-1,513
-7% -$199K ﹤0.01% 1294
2020
Q4 		$3.09M Sell
23,239
-15,288
-40% -$2.03M 0.01% 1219
2020
Q3 		$5.15M Buy
38,527
+1,254
+3% +$168K 0.01% 924
2020
Q2 		$4.98M Buy
37,273
+1,359
+4% +$181K 0.01% 958
2020
Q1 		$4.79M Sell
35,914
-250,359
-87% -$32.3M 0.01% 934
2019
Q4 		$36M Sell
286,273
-36,793
-11% -$4.65M 0.05% 374
2019
Q3 		$41M Sell
323,066
-4,644
-1% -$587K 0.06% 331
2019
Q2 		$41.2M Buy
327,710
+106,971
+48% +$13.2M 0.06% 316
2019
Q1 		$27.2M Buy
220,739
+67,794
+44% +$8.25M 0.05% 450
2018
Q4 		$18.6M Buy
152,945
+151,290
+9,141% +$18.1M 0.03% 558
2018
Q3 		$197K Buy
+1,655
New +$198K ﹤0.01% 2333

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Prudential Financial's IEI Position: Q4 2024 in Review

Prudential Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 54,929 shares — an estimated $6.57M sold.

Prudential Financial first reported a position in IEI in Q3 2018 and held it in 25 quarters. The position peaked at $41.2M in Q2 2019. 734 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Prudential Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 54,929 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $6.57M.
  • Prudential Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 25 quarters.
  • Prudential Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $41.2M in Q2 2019.
  • 734 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.