T2I
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Turim 21 Investimentos’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Turim 21 Investimentos’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
2026
Q1 		$276K Buy
2,335
+168
+8% +$20K 0.07% 33
2025
Q4 		$259K Sell
2,167
-7,048
-76% -$843K 0.1% 35
2025
Q3 		$1.1M Sell
9,215
-22,445
-71% -$2.67M 0.37% 22
2025
Q2 		$3.76M Buy
31,660
+1,700
+6% +$201K 0.74% 14
2025
Q1 		$3.53M Buy
+29,960
New +$3.49M 0.95% 14
2021
Q1 		– Sell
-78
Closed -$10K – 133
2020
Q4 		$10K Buy
+78
New +$10.4K 0.05% 71

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return