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

SignatureFD’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
-629
Closed -$75.2K – 3355
2024
Q3 		$75.2K Buy
629
+273
+77% +$32.3K ﹤0.01% 1363
2024
Q2 		$41.1K Buy
356
+192
+117% +$22K ﹤0.01% 1610
2024
Q1 		$19K Buy
+164
New +$19K ﹤0.01% 2022
2023
Q4 		– Sell
-201
Closed -$22.7K – 3192
2023
Q3 		$22.7K Sell
201
-145
-42% -$16.6K ﹤0.01% 1785
2023
Q2 		$39.8K Sell
346
-598
-63% -$70K ﹤0.01% 1551
2023
Q1 		$111K Buy
944
+272
+40% +$31.6K ﹤0.01% 989
2022
Q4 		$77.2K Buy
672
+4
+0.6% +$459 ﹤0.01% 1140
2022
Q3 		$76K Sell
668
-1,085
-62% -$128K ﹤0.01% 1091
2022
Q2 		$209K Buy
1,753
+806
+85% +$96.3K 0.01% 684
2022
Q1 		$116K Buy
947
+1
+0.1% +$125 ﹤0.01% 963
2021
Q4 		$122K Buy
946
+2
+0.2% +$258 ﹤0.01% 924
2021
Q3 		$123K Buy
944
+291
+45% +$38.2K ﹤0.01% 873
2021
Q2 		$85K Buy
653
+370
+131% +$48.3K ﹤0.01% 1022
2021
Q1 		$37K Sell
283
-30
-10% -$3.95K ﹤0.01% 1313
2020
Q4 		$42K Sell
313
-820
-72% -$109K ﹤0.01% 1153
2020
Q3 		$151K Sell
1,133
-1,095
-49% -$146K 0.01% 581
2020
Q2 		$298K Sell
2,228
-306
-12% -$40.8K 0.02% 343
2020
Q1 		$338K Buy
2,534
+1,255
+98% +$162K 0.03% 259
2019
Q4 		$161K Buy
1,279
+201
+19% +$25.4K 0.01% 545
2019
Q3 		$137K Buy
+1,078
New +$136K 0.01% 539
2014
Q3 		– Sell
-116
Closed -$14K – 804
2014
Q2 		$14K Hold
116
– – ﹤0.01% 407
2014
Q1 		$14K Hold
116
– – 0.01% 366
2013
Q4 		$14K Hold
116
– – 0.01% 399
2013
Q3 		$14K Hold
116
– – 0.01% 370
2013
Q2 		$14K Buy
+116
New +$14.3K 0.01% 290

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 22.9% 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

SignatureFD's IEI Position: Q4 2024 in Review

SignatureFD sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 629 shares — an estimated $75.2K sold.

SignatureFD first reported a position in IEI in Q2 2013 and held it in 25 quarters. The position peaked at $338K in Q1 2020. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • SignatureFD reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SignatureFD sold 629 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $75.2K.
  • SignatureFD first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 25 quarters.
  • SignatureFD's iShares 3-7 Year Treasury Bond ETF position peaked at $338K in Q1 2020.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on SignatureFD's 13F filing for Q4 2024, filed 10 Feb 2025.