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Joseph P. Lucia & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-110
Closed -$14K – 309
2021
Q3 		$14K Hold
110
– – 0.01% 347
2021
Q2 		$14K Hold
110
– – 0.01% 356
2021
Q1 		$14K Buy
+110
New +$14.5K 0.01% 328

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's IEI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 110 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in IEI in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 110 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q3 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.