Stonebridge Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stonebridge Capital Advisors’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 Q1	–	Sell	-41	Closed	-$4.71K	–	967
2022 Q4	$4.71K	Sell	41 -1,009	-96%	-$116K	﹤0.01%	707
2022 Q3	$120K	Sell	1,050 -20	-2%	-$2.37K	0.02%	250
2022 Q2	$128K	Hold	1,070	–	–	0.02%	245
2022 Q1	$131K	Buy	1,070 +51	+5%	+$6.4K	0.01%	254
2021 Q4	$131K	Hold	1,019	–	–	0.01%	242
2021 Q3	$133K	Hold	1,019	–	–	0.02%	231
2021 Q2	$133K	Sell	1,019 -158	-13%	-$20.6K	0.02%	225
2021 Q1	$153K	Buy	+1,177	New	+$155K	0.02%	216
2020 Q3	–	Sell	-75	Closed	-$10K	–	417
2020 Q2	$10K	Buy	+75	New	+$10K	﹤0.01%	490

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stonebridge Capital Advisors's IEI Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 41 shares — an estimated $4.71K sold.

Stonebridge Capital Advisors first reported a position in IEI in Q2 2020 and held it in 9 quarters. The position peaked at $153K in Q1 2021. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Stonebridge Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 41 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $4.71K.
Stonebridge Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 9 quarters.
Stonebridge Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $153K in Q1 2021.
581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.