Lehman & Derafelo Financial Resources’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-410	Closed	-$47K	–	128
2022 Q3	$47K	Hold	410	–	–	0.01%	125
2022 Q2	$49K	Buy	+410	New	+$49K	0.02%	130
2021 Q4	–	Sell	-410	Closed	-$53K	–	130
2021 Q3	$53K	Hold	410	–	–	0.02%	130
2021 Q2	$54K	Hold	410	–	–	0.01%	149
2021 Q1	$53K	Hold	410	–	–	0.01%	147
2020 Q4	$55K	Hold	410	–	–	0.02%	143
2020 Q3	$55K	Hold	410	–	–	0.02%	170
2020 Q2	$55K	Hold	410	–	–	0.02%	156
2020 Q1	$55K	Buy	+410	New	+$52.8K	0.02%	111

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IEI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 410 shares — an estimated $47K sold.

Lehman & Derafelo Financial Resources first reported a position in IEI in Q1 2020 and held it in 9 quarters. The position peaked at $55K in Q4 2020. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 410 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $47K.
Lehman & Derafelo Financial Resources first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's iShares 3-7 Year Treasury Bond ETF position peaked at $55K in Q4 2020.
572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.