TI
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return