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LifePro Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LifePro Asset Management’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
Q3 		– Sell
-1,751
Closed -$202K – 120
2023
Q2 		$202K Buy
+1,751
New +$205K 0.16% 99

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Envestnet Asset Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LifePro Asset Management's IEI Position: Q3 2023 in Review

LifePro Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2023, closing a stake of 1,751 shares — an estimated $202K sold.

LifePro Asset Management first reported a position in IEI in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2023.

  • LifePro Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • LifePro Asset Management sold 1,751 iShares 3-7 Year Treasury Bond ETF shares in Q3 2023, an estimated $202K.
  • LifePro Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • LifePro Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $202K in Q2 2023.
  • 593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.