tru Independence’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

tru Independence’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	–	Sell	-1,807	Closed	-$213K	–	120
2023 Q1	$213K	Sell	1,807 -742	-29%	-$86.2K	0.07%	118
2022 Q4	$293K	Sell	2,549 -129	-5%	-$14.8K	0.09%	93
2022 Q3	$306K	Sell	2,678 -109	-4%	-$12.9K	0.11%	96
2022 Q2	$333K	Buy	2,787 +59	+2%	+$7.05K	0.11%	102
2022 Q1	$333K	Sell	2,728 -121	-4%	-$15.2K	0.09%	119
2021 Q4	$367K	Buy	2,849 +7	+0.2%	+$904	0.1%	113
2021 Q3	$370K	Buy	+2,842	New	+$373K	0.1%	111
2021 Q2	–	Sell	-3,091	Closed	-$401K	–	319
2021 Q1	$401K	Buy	+3,091	New	+$407K	0.08%	187
2020 Q1	–	Sell	-4,526	Closed	-$604K	–	796
2019 Q4	$604K	Buy	+4,526	New	+$572K	0.09%	147

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

tru Independence's IEI Position: Q2 2023 in Review

tru Independence sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 1,807 shares — an estimated $213K sold.

tru Independence first reported a position in IEI in Q4 2019 and held it in 9 quarters. The position peaked at $604K in Q4 2019. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

tru Independence reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
tru Independence sold 1,807 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $213K.
tru Independence first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
tru Independence's iShares 3-7 Year Treasury Bond ETF position peaked at $604K in Q4 2019.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on tru Independence's 13F filing for Q2 2023, filed 14 Aug 2023.