LMCG Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LMCG Investments’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	-17,797	Closed	-$2.12M	–	324
2022 Q2	$2.12M	Buy	17,797 +92	+0.5%	+$11K	0.15%	150
2022 Q1	$2.16M	Buy	+17,705	New	+$2.22M	0.13%	170

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 22.9% 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

LMCG Investments's IEI Position: Q3 2022 in Review

LMCG Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 17,797 shares — an estimated $2.12M sold.

LMCG Investments first reported a position in IEI in Q1 2022 and held it in 2 quarters. The position peaked at $2.16M in Q1 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

LMCG Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
LMCG Investments sold 17,797 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $2.12M.
LMCG Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
LMCG Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $2.16M in Q1 2022.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on LMCG Investments's 13F filing for Q3 2022, filed 8 Nov 2022.