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Lugano Financial Advisors SA (LFA)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2026
Q1 		– Sell
-835
Closed -$99.7K – 231
2025
Q4 		$99.7K Hold
835
– – 0.05% 122
2025
Q3 		$99.5K Hold
835
– – 0.05% 113
2025
Q2 		$98.9K Hold
835
– – 0.06% 114
2025
Q1 		$98.6K Sell
835
-84
-9% -$9.78K 0.07% 107
2024
Q4 		$106K Hold
919
– – 0.07% 109
2024
Q3 		$110K Buy
+919
New +$109K 0.07% 109
2024
Q2 		– Sell
-14,861
Closed -$1.72M – 178
2024
Q1 		$1.72M Hold
14,861
– – 1.25% 26
2023
Q4 		$1.74M Sell
14,861
-23,963
-62% -$2.73M 1.37% 23
2023
Q3 		$4.39M Buy
38,824
+7,070
+22% +$808K 3.76% 6
2023
Q2 		$3.66M Buy
31,754
+325
+1% +$38.1K 2.44% 13
2023
Q1 		$3.7M Buy
31,429
+433
+1% +$50.3K 2.8% 12
2022
Q4 		$3.56M Buy
30,996
+706
+2% +$81K 2.64% 11
2022
Q3 		$3.46M Sell
30,290
-8,973
-23% -$1.06M 2.72% 11
2022
Q2 		$4.68M Buy
39,263
+6,733
+21% +$805K 3.27% 10
2022
Q1 		$3.97M Sell
32,530
-265
-0.8% -$33.3K 2.65% 13
2021
Q4 		$4.22M Buy
32,795
+11,551
+54% +$1.49M 2.44% 13
2021
Q3 		$2.77M Sell
21,244
-1,050
-5% -$138K 1.82% 19
2021
Q2 		$2.91M Buy
22,294
+22
+0.1% +$2.87K 1.83% 18
2021
Q1 		$2.89M Sell
22,272
-2,642
-11% -$348K 2.02% 16
2020
Q4 		$3.31M Buy
24,914
+2,521
+11% +$335K 2.57% 14
2020
Q3 		$2.99M Buy
22,393
+737
+3% +$98.5K 2.78% 12
2020
Q2 		$2.89M Sell
21,656
-17,584
-45% -$2.34M 3.05% 10
2020
Q1 		$5.03M Sell
39,240
-17,365
-31% -$2.24M 4.52% 5
2019
Q4 		$7.12M Buy
+56,605
New +$7.15M 5.2% 4
2019
Q2 		$11.9M Sell
94,574
-15,134
-14% -$1.87M 7.37% 3
2019
Q1 		$13.5M Buy
109,708
+108,201
+7,180% +$13.2M 8.1% 3
2018
Q4 		$179K Hold
1,507
– – 0.12% 87
2018
Q3 		$179K Hold
1,507
– – 0.12% 87
2018
Q2 		$180K Buy
+1,507
New +$180K 0.17% 67

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IEI Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 835 shares — an estimated $99.7K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IEI in Q2 2018 and held it in 29 quarters. The position peaked at $13.5M in Q1 2019. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 835 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $99.7K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 29 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares 3-7 Year Treasury Bond ETF position peaked at $13.5M in Q1 2019.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.