Schroder Investment Management Group
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Schroder Investment Management Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Schroder Investment Management Group’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
2023
Q2 		– Sell
-46,757
Closed -$5.5M – 1256
2023
Q1 		$5.5M Buy
+46,757
New +$5.43M 0.01% 762
2022
Q3 		– Sell
-119,756
Closed -$14.2M – 1307
2022
Q2 		$14.2M Hold
119,756
– – 0.02% 561
2022
Q1 		$14.6M Buy
+119,756
New +$15M 0.02% 565
2020
Q4 		– Sell
-70,963
Closed -$9.47M – 1476
2020
Q3 		$9.47M Buy
+70,963
New +$9.48M 0.02% 598

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return