WIT LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WIT LLC’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	$269M	Buy	2,263,922 +174,852	+8%	+$20.9M	5.07%	4
2025 Q4	$249M	Buy	2,089,070 +59,373	+3%	+$7.11M	5%	4
2025 Q3	$243M	Sell	2,029,697 -442,155	-18%	-$52.6M	5.49%	3
2025 Q2	$294M	Sell	2,471,852 -2,330,696	-49%	-$275M	7.3%	3
2025 Q1	$168M	Buy	4,802,548 +3,045,465	+173%	+$355M	4.78%	5
2024 Q4	$58.7M	Buy	1,757,083 +1,755,326	+99,905%	+$205M	1.88%	7
2024 Q3	$64M	Buy	1,757 +834	+90%	+$98.6K	1.85%	7
2024 Q2	$107M	Buy	923 +43	+5%	+$4.93K	3.21%	6
2024 Q1	$102K	Buy	+880	New	+$102K	3.1%	6

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 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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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