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Searle & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Searle & Co’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
Q3 		– Sell
-7,759
Closed -$896K – 182
2024
Q2 		$896K Buy
7,759
+259
+3% +$29.7K 0.21% 84
2024
Q1 		$869K Hold
7,500
– – 0.22% 82
2023
Q4 		$878K Buy
+7,500
New +$856K 0.24% 80

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Searle & Co's IEI Position: Q3 2024 in Review

Searle & Co sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2024, closing a stake of 7,759 shares — an estimated $896K sold.

Searle & Co first reported a position in IEI in Q4 2023 and held it in 3 quarters. The position peaked at $896K in Q2 2024. 725 funds tracked by Wall St. Rank hold IEI as of Q3 2024.

  • Searle & Co reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Searle & Co sold 7,759 iShares 3-7 Year Treasury Bond ETF shares in Q3 2024, an estimated $896K.
  • Searle & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Searle & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $896K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2024.

Based on Searle & Co's 13F filing for Q3 2024, filed 22 Oct 2024.