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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group's IEI Position: Q2 2023 in Review

Schroder Investment Management Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 46,757 shares — an estimated $5.5M sold.

Schroder Investment Management Group first reported a position in IEI in Q3 2020 and held it in 4 quarters. The position peaked at $14.6M in Q1 2022. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Schroder Investment Management Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Schroder Investment Management Group sold 46,757 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $5.5M.
Schroder Investment Management Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 4 quarters.
Schroder Investment Management Group's iShares 3-7 Year Treasury Bond ETF position peaked at $14.6M in Q1 2022.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.