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

Rice Partnership’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
-142
Closed -$17K – 176
2024
Q3 		$17K Buy
+142
New +$16.8K ﹤0.01% 153
2024
Q1 		– Sell
-108
Closed -$12.7K – 162
2023
Q4 		$12.7K Sell
108
-1,158
-91% -$132K ﹤0.01% 117
2023
Q3 		$143K Sell
1,266
-67
-5% -$7.66K 0.04% 97
2023
Q2 		$154K Sell
1,333
-42
-3% -$4.92K 0.04% 99
2023
Q1 		$162K Buy
1,375
+1
+0.1% +$116 0.05% 90
2022
Q4 		$158K Buy
1,374
+539
+65% +$61.8K 0.05% 86
2022
Q3 		$95K Buy
835
+63
+8% +$7.46K 0.03% 95
2022
Q2 		$92K Sell
772
-246
-24% -$29.4K 0.03% 92
2022
Q1 		$124K Buy
1,018
+96
+10% +$12K 0.04% 103
2021
Q4 		$119K Buy
922
+285
+45% +$36.8K 0.03% 101
2021
Q3 		$83K Buy
637
+237
+59% +$31.1K 0.03% 102
2021
Q2 		$52K Buy
+400
New +$52.2K 0.02% 107
2021
Q1 		– Sell
-384
Closed -$51K – 114
2020
Q4 		$51K Buy
+384
New +$51.1K 0.02% 99
2020
Q3 		– Sell
-586
Closed -$78K – 93
2020
Q2 		$78K Buy
586
+47
+9% +$6.26K 0.04% 68
2020
Q1 		$72K Sell
539
-1,123
-68% -$145K 0.05% 71
2019
Q4 		$209K Buy
1,662
+141
+9% +$17.8K 0.11% 72
2019
Q3 		$193K Buy
1,521
+504
+50% +$63.7K 0.12% 75
2019
Q2 		$128K Buy
+1,017
New +$126K 0.09% 80

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Rice Partnership's IEI Position: Q4 2024 in Review

Rice Partnership sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 142 shares — an estimated $17K sold.

Rice Partnership first reported a position in IEI in Q2 2019 and held it in 18 quarters. The position peaked at $209K in Q4 2019. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • Rice Partnership reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rice Partnership sold 142 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $17K.
  • Rice Partnership first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 18 quarters.
  • Rice Partnership's iShares 3-7 Year Treasury Bond ETF position peaked at $209K in Q4 2019.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on Rice Partnership's 13F filing for Q4 2024, filed 24 Jan 2025.