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Trail Ridge Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Trail Ridge Investment 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
2022
Q4 		– Sell
-4,940
Closed -$567K – 122
2022
Q3 		$567K Buy
4,940
+1,941
+65% +$230K 0.37% 73
2022
Q2 		$358K Buy
+2,999
New +$358K 0.24% 103

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Trail Ridge Investment Advisors's IEI Position: Q4 2022 in Review

Trail Ridge Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 4,940 shares — an estimated $567K sold.

Trail Ridge Investment Advisors first reported a position in IEI in Q2 2022 and held it in 2 quarters. The position peaked at $567K in Q3 2022. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 4,940 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $567K.
  • Trail Ridge Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Trail Ridge Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $567K in Q3 2022.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.