Cumberland Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cumberland Advisors’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
2023 Q3	–	Sell	-14,820	Closed	-$1.71M	–	58
2023 Q2	$1.71M	Buy	14,820 +12,760	+619%	+$1.49M	0.78%	35
2023 Q1	$242K	Sell	2,060 -11,190	-84%	-$1.3M	0.1%	55
2022 Q4	$1.52M	Buy	+13,250	New	+$1.52M	0.66%	35

Other funds holding IEI

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cumberland Advisors's IEI Position: Q3 2023 in Review

Cumberland Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 14,820 shares — an estimated $1.71M sold.

Cumberland Advisors first reported a position in IEI in Q4 2022 and held it in 3 quarters. The position peaked at $1.71M in Q2 2023. 594 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

Cumberland Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Cumberland Advisors sold 14,820 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.71M.
Cumberland Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Cumberland Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.71M in Q2 2023.
594 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on Cumberland Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.