Trustmark National Bank Trust Department’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Trustmark National Bank Trust Department’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
2021 Q1	–	Sell	-3,190	Closed	-$424K	–	255
2020 Q4	$424K	Buy	3,190 +205	+7%	+$27.3K	0.04%	182
2020 Q3	$399K	Hold	2,985	–	–	0.04%	184
2020 Q2	$399K	Hold	2,985	–	–	0.04%	174
2020 Q1	$398K	Hold	2,985	–	–	0.05%	162
2019 Q4	$375K	Buy	2,985 +1,185	+66%	+$150K	0.04%	187
2019 Q3	$228K	Hold	1,800	–	–	0.02%	221
2019 Q2	$226K	Hold	1,800	–	–	0.02%	219
2019 Q1	$222K	Buy	+1,800	New	+$219K	0.02%	215
2016 Q4	–	Sell	-16,000	Closed	-$2.02M	–	254
2016 Q3	$2.02M	Hold	16,000	–	–	0.25%	98
2016 Q2	$2.04M	Buy	+16,000	New	+$2.01M	0.26%	92

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trustmark National Bank Trust Department's IEI Position: Q1 2021 in Review

Trustmark National Bank Trust Department sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 3,190 shares — an estimated $424K sold.

Trustmark National Bank Trust Department first reported a position in IEI in Q2 2016 and held it in 10 quarters. The position peaked at $2.04M in Q2 2016. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

Trustmark National Bank Trust Department reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Trustmark National Bank Trust Department sold 3,190 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $424K.
Trustmark National Bank Trust Department first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 10 quarters.
Trustmark National Bank Trust Department's iShares 3-7 Year Treasury Bond ETF position peaked at $2.04M in Q2 2016.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2021, filed 14 May 2021.