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

TimeScale Financial’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 Q2	$367K	Buy	+3,182	New	+$373K	0.08%	60

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

TimeScale Financial's IEI Position: Q2 2023 in Review

TimeScale Financial opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023: 3,182 shares worth $367K. The stake represents 0.08% of the portfolio and ranks #60 among its holdings.

608 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

TimeScale Financial held 3,182 shares of iShares 3-7 Year Treasury Bond ETF worth $367K as of Q2 2023.
iShares 3-7 Year Treasury Bond ETF was a new TimeScale Financial position in Q2 2023.
iShares 3-7 Year Treasury Bond ETF made up 0.08% of TimeScale Financial's portfolio in Q2 2023, its #60 holding.
608 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.