Laidlaw Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Laidlaw Wealth Management’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 Q2	–	Sell	-1,753	Closed	-$206K	–	360
2023 Q1	$206K	Sell	1,753 -160	-8%	-$18.6K	0.04%	331
2022 Q4	$220K	Sell	1,913 -75	-4%	-$8.6K	0.05%	317
2022 Q3	$227K	Sell	1,988 -415	-17%	-$49.1K	0.05%	279
2022 Q2	$287K	Sell	2,403 -66	-3%	-$7.89K	0.06%	280
2022 Q1	$301K	Sell	2,469 -79	-3%	-$9.91K	0.05%	301
2021 Q4	$328K	Buy	+2,548	New	+$329K	0.05%	291
2021 Q1	–	Sell	-4,321	Closed	-$575K	–	281
2020 Q4	$575K	Buy	4,321 +977	+29%	+$130K	0.12%	173
2020 Q3	$447K	Sell	3,344 -26	-0.8%	-$3.48K	0.2%	118
2020 Q2	$450K	Sell	3,370 -341	-9%	-$45.5K	0.23%	107
2020 Q1	$495K	Sell	3,711 -292	-7%	-$37.6K	0.32%	90
2019 Q4	$503K	Buy	+4,003	New	+$505K	0.32%	94

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laidlaw Wealth Management's IEI Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2023, closing a stake of 1,753 shares — an estimated $206K sold.

Laidlaw Wealth Management first reported a position in IEI in Q4 2019 and held it in 11 quarters. The position peaked at $575K in Q4 2020. 607 funds tracked by Wall St. Rank hold IEI as of Q2 2023.

Laidlaw Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 1,753 iShares 3-7 Year Treasury Bond ETF shares in Q2 2023, an estimated $206K.
Laidlaw Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Laidlaw Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $575K in Q4 2020.
607 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.