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

Latitude 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
Q1 		– Sell
-2,084
Closed -$239K – 174
2022
Q4 		$239K Buy
2,084
+74
+4% +$8.48K 0.18% 134
2022
Q3 		$230K Buy
+2,010
New +$238K 0.19% 123

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Latitude Advisors's IEI Position: Q1 2023 in Review

Latitude Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 2,084 shares — an estimated $239K sold.

Latitude Advisors first reported a position in IEI in Q3 2022 and held it in 2 quarters. The position peaked at $239K in Q4 2022. 581 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

  • Latitude Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Latitude Advisors sold 2,084 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $239K.
  • Latitude Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Latitude Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $239K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Latitude Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.