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

Lebenthal Global 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
2021
Q1 		– Sell
-245
Closed -$32K – 327
2020
Q4 		$32K Buy
+245
New +$32.6K 0.02% 324

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SCM
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Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lebenthal Global Advisors's IEI Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 245 shares — an estimated $32K sold.

Lebenthal Global Advisors first reported a position in IEI in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 245 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $32K.
  • Lebenthal Global Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $32K in Q4 2020.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.