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

Suntrust Banks’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
2019 Q3	$39.5M	Sell	311,603 -1,711	-0.5%	-$216K	0.21%	99
2019 Q2	$39.4M	Sell	313,314 -9,454	-3%	-$1.17M	0.21%	96
2019 Q1	$39.8M	Sell	322,768 -17,833	-5%	-$2.17M	0.21%	91
2018 Q4	$41.3M	Buy	340,601 +57,862	+20%	+$6.9M	0.24%	79
2018 Q3	$33.7M	Buy	282,739 +35,214	+14%	+$4.21M	0.17%	106
2018 Q2	$29.7M	Buy	247,525 +1,471	+0.6%	+$176K	0.16%	111
2018 Q1	$29.7M	Buy	246,054 +3,205	+1%	+$386K	0.17%	110
2017 Q4	$29.7M	Buy	242,849 +5,389	+2%	+$662K	0.17%	107
2017 Q3	$29.3M	Sell	237,460 -8,913	-4%	-$1.11M	0.17%	108
2017 Q2	$30.4M	Sell	246,373 -43,261	-15%	-$5.35M	0.19%	101
2017 Q1	$35.6M	Buy	289,634 +32,778	+13%	+$4.02M	0.23%	80
2016 Q4	$31.5M	Buy	256,856 +58,875	+30%	+$7.3M	0.19%	92
2016 Q3	$25.1M	Sell	197,981 -38,880	-16%	-$4.92M	0.16%	119
2016 Q2	$30.2M	Sell	236,861 -18,830	-7%	-$2.37M	0.18%	98
2016 Q1	$32.2M	Buy	255,691 +19,636	+8%	+$2.45M	0.2%	89
2015 Q4	$28.9M	Buy	236,055 +29,094	+14%	+$3.59M	0.18%	98
2015 Q3	$25.8M	Sell	206,961 -115,235	-36%	-$14.2M	0.17%	101
2015 Q2	$39.6M	Sell	322,196 -258,337	-44%	-$31.9M	0.26%	79
2015 Q1	$72.1M	Sell	580,533 -2,252,760	-80%	-$278M	0.46%	47
2014 Q4	$347M	Buy	2,833,293 +313,893	+12%	+$38.4M	2.35%	5
2014 Q3	$306M	Sell	2,519,400 -244,850	-9%	-$29.7M	2.15%	5
2014 Q2	$337M	Sell	2,764,250 -5,476	-0.2%	-$664K	2.34%	5
2014 Q1	$334M	Buy	2,769,726 +159,486	+6%	+$19.3M	1.23%	4
2013 Q4	$313M	Buy	2,610,240 +38,076	+1%	+$4.62M	1.22%	5
2013 Q3	$312M	Buy	2,572,164 +851,082	+49%	+$103M	1.22%	3
2013 Q2	$208M	Buy	+1,721,082	New	+$212M	0.92%	10

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Suntrust Banks's IEI Position: Q3 2019 in Review

Suntrust Banks reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.55% in Q3 2019, selling an estimated $216K and leaving 311,603 shares worth $39.5M. The position accounts for 0.21% of the portfolio, ranked #99.

Suntrust Banks first reported a position in IEI in Q2 2013 and has held it in 26 quarters since. The position peaked at $347M in Q4 2014. 369 funds tracked by Wall St. Rank hold IEI as of Q3 2019.

Suntrust Banks held 311,603 shares of iShares 3-7 Year Treasury Bond ETF worth $39.5M as of Q3 2019.
Suntrust Banks sold 1,711 iShares 3-7 Year Treasury Bond ETF shares in Q3 2019, an estimated $216K.
iShares 3-7 Year Treasury Bond ETF made up 0.21% of Suntrust Banks's portfolio in Q3 2019, its #99 holding.
Suntrust Banks first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 26 quarters since.
Suntrust Banks's iShares 3-7 Year Treasury Bond ETF position peaked at $347M in Q4 2014.
369 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.