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TruNorth Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TruNorth Capital Management’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
2024
Q4 		– Sell
-670
Closed -$80.1K – 398
2024
Q3 		$80.1K Buy
+670
New +$79.2K 0.02% 112

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Envestnet Asset Management
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TruNorth Capital Management's IEI Position: Q4 2024 in Review

TruNorth Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2024, closing a stake of 670 shares — an estimated $80.1K sold.

TruNorth Capital Management first reported a position in IEI in Q3 2024 and held it in 1 quarter. The position peaked at $80.1K in Q3 2024. 735 funds tracked by Wall St. Rank hold IEI as of Q4 2024.

  • TruNorth Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 670 iShares 3-7 Year Treasury Bond ETF shares in Q4 2024, an estimated $80.1K.
  • TruNorth Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • TruNorth Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $80.1K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2024.

Based on TruNorth Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.