LWCFA
IEI icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-758
Closed -$89.1K 577
2023
Q4
$89.1K Hold
758
﹤0.01% 362
2023
Q3
$85.6K Hold
758
﹤0.01% 370
2023
Q2
$87.4K Buy
+758
New +$87.4K ﹤0.01% 379