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Salomon & Ludwin’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Salomon & Ludwin’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
-868
Closed -$101K – 776
2024
Q1 		$101K Buy
+868
New +$101K 0.01% 253

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Salomon & Ludwin's IEI Position: Q2 2024 in Review

Salomon & Ludwin sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2024, closing a stake of 868 shares — an estimated $101K sold.

Salomon & Ludwin first reported a position in IEI in Q1 2024 and held it in 1 quarter. The position peaked at $101K in Q1 2024. 668 funds tracked by Wall St. Rank hold IEI as of Q2 2024.

  • Salomon & Ludwin reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 868 iShares 3-7 Year Treasury Bond ETF shares in Q2 2024, an estimated $101K.
  • Salomon & Ludwin first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Salomon & Ludwin's iShares 3-7 Year Treasury Bond ETF position peaked at $101K in Q1 2024.
  • 668 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.