Syntal Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Syntal Capital Partners’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 Q1	$477K	Buy	+4,116	New	+$478K	4.76%	14

Other funds holding IEI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $74.2B AUM 21.09% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Syntal Capital Partners's IEI Position: Q1 2024 in Review

Syntal Capital Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024: 4,116 shares worth $477K. The stake represents 4.76% of the portfolio and ranks #14 among its holdings.

669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Syntal Capital Partners held 4,116 shares of iShares 3-7 Year Treasury Bond ETF worth $477K as of Q1 2024.
iShares 3-7 Year Treasury Bond ETF was a new Syntal Capital Partners position in Q1 2024.
iShares 3-7 Year Treasury Bond ETF made up 4.76% of Syntal Capital Partners's portfolio in Q1 2024, its #14 holding.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Syntal Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.