Lionsbridge Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lionsbridge Wealth 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
2022 Q3	–	Sell	-4,490	Closed	-$535K	–	35
2022 Q2	$535K	Sell	4,490 -321	-7%	-$38.4K	0.62%	35
2022 Q1	$587K	Sell	4,811 -89	-2%	-$11.2K	0.68%	43
2021 Q4	$630K	Sell	4,900 -119	-2%	-$15.4K	0.68%	46
2021 Q3	$653K	Buy	5,019 +5	+0.1%	+$656	0.71%	45
2021 Q2	$654K	Sell	5,014 -473	-9%	-$61.7K	0.7%	45
2021 Q1	$712K	Buy	5,487 +68	+1%	+$8.95K	0.69%	48
2020 Q4	$720K	Sell	5,419 -419	-7%	-$55.7K	0.78%	46
2020 Q3	$779K	Buy	5,838 +949	+19%	+$127K	0.94%	39
2020 Q2	$653K	Buy	4,889 +97	+2%	+$12.9K	0.74%	40
2020 Q1	$639K	Sell	4,792 -146	-3%	-$18.8K	0.76%	32
2019 Q4	$624K	Buy	+4,938	New	+$624K	0.58%	44

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lionsbridge Wealth Management's IEI Position: Q3 2022 in Review

Lionsbridge Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 4,490 shares — an estimated $535K sold.

Lionsbridge Wealth Management first reported a position in IEI in Q4 2019 and held it in 11 quarters. The position peaked at $779K in Q3 2020. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Lionsbridge Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 4,490 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $535K.
Lionsbridge Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Lionsbridge Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $779K in Q3 2020.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.