ISHARES TR/3-7 YR TREAS BD ETF (BMV:IEI) Stock Holdings Increased by Creative Planning

Creative Planning boosted its position in ISHARES TR/3-7 YR TREAS BD ETF (BMV:IEI) by 272.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,877,571 shares of the company’s stock after buying an additional 2,104,651 shares during the quarter. ISHARES TR/3-7 YR TREAS BD ETF makes up about 1.2% of Creative Planning’s investment portfolio, making the stock its 20th biggest holding. Creative Planning’s holdings in ISHARES TR/3-7 YR TREAS BD ETF were worth $361,883,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Winfield Associates Inc. boosted its stake in ISHARES TR/3-7 YR TREAS BD ETF by 4.1% in the first quarter. Winfield Associates Inc. now owns 3,825 shares of the company’s stock valued at $471,000 after acquiring an additional 150 shares during the period. D.B. Root & Company LLC boosted its stake in ISHARES TR/3-7 YR TREAS BD ETF by 8.3% in the first quarter. D.B. Root & Company LLC now owns 2,018 shares of the company’s stock valued at $249,000 after acquiring an additional 154 shares during the period. Rockland Trust Co. boosted its stake in ISHARES TR/3-7 YR TREAS BD ETF by 5.9% in the first quarter. Rockland Trust Co. now owns 2,797 shares of the company’s stock valued at $345,000 after acquiring an additional 155 shares during the period. Pure Financial Advisors Inc. boosted its stake in ISHARES TR/3-7 YR TREAS BD ETF by 5.3% in the second quarter. Pure Financial Advisors Inc. now owns 3,144 shares of the company’s stock valued at $395,000 after acquiring an additional 157 shares during the period. Finally, Charter Trust Co. boosted its stake in ISHARES TR/3-7 YR TREAS BD ETF by 9.1% in the first quarter. Charter Trust Co. now owns 2,058 shares of the company’s stock valued at $254,000 after acquiring an additional 172 shares during the period.

Shares of BMV IEI traded down $0.03 during midday trading on Tuesday, hitting $126.80. The company’s fifty day simple moving average is $125.27. ISHARES TR/3-7 YR TREAS BD ETF has a 1 year low of $1,994.28 and a 1 year high of $2,480.00.

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Institutional Ownership by Quarter for ISHARES TR/3-7 YR TREAS BD ETF (BMV:IEI)

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