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Lake Street Advisors Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lake Street Advisors Group’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
2024
Q1 		– Sell
-4,510
Closed -$528K – 666
2023
Q4 		$528K Buy
+4,510
New +$515K 0.03% 319

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lake Street Advisors Group's IEI Position: Q1 2024 in Review

Lake Street Advisors Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 4,510 shares — an estimated $528K sold.

Lake Street Advisors Group first reported a position in IEI in Q4 2023 and held it in 1 quarter. The position peaked at $528K in Q4 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Lake Street Advisors Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 4,510 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $528K.
  • Lake Street Advisors Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's iShares 3-7 Year Treasury Bond ETF position peaked at $528K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.