LWANC
IEI icon

Laurel Wealth Advisors (North Carolina)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-106
Closed -$13K – 537
2019
Q4 		$13K Buy
+106
New +$13.4K ﹤0.01% 366
2019
Q3 		– Sell
-21
Closed -$3K – 525
2019
Q2 		$3K Buy
+21
New +$2.6K ﹤0.01% 464

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IEI Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2020, closing a stake of 106 shares — an estimated $13K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IEI in Q2 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 461 funds tracked by Wall St. Rank hold IEI as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 106 iShares 3-7 Year Treasury Bond ETF shares in Q1 2020, an estimated $13K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q4 2019.
  • 461 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.