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Lee Capital Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lee Capital Holdings’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
Q2 		– Sell
-2,915
Closed -$389K – 53
2020
Q1 		$389K Sell
2,915
-187
-6% -$24.1K 0.32% 57
2019
Q4 		$390K Buy
+3,102
New +$392K 0.36% 52

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Capital Holdings's IEI Position: Q2 2020 in Review

Lee Capital Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 2,915 shares — an estimated $389K sold.

Lee Capital Holdings first reported a position in IEI in Q4 2019 and held it in 2 quarters. The position peaked at $390K in Q4 2019. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

  • Lee Capital Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lee Capital Holdings sold 2,915 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $389K.
  • Lee Capital Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Lee Capital Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $390K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Lee Capital Holdings's 13F filing for Q2 2020, filed 14 Aug 2020.