Tilia Fiduciary Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-45	Closed	-$5.19K	–	262
2023 Q2	$5.19K	Hold	45	–	–	﹤0.01%	428
2023 Q1	$5.29K	Hold	45	–	–	0.01%	415
2022 Q4	$5.17K	Hold	45	–	–	0.01%	406
2022 Q3	$5K	Hold	45	–	–	0.01%	422
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	435
2022 Q1	$5K	Sell	45 -43	-49%	-$5.39K	﹤0.01%	455
2021 Q4	$11K	Buy	+88	New	+$11.4K	0.01%	404

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Tilia Fiduciary Partners's IEI Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 45 shares — an estimated $5.19K sold.

Tilia Fiduciary Partners first reported a position in IEI in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 45 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $5.19K.
Tilia Fiduciary Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $11K in Q4 2021.
594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.