Lumature Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lumature Wealth Partners’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 Q1	–	Sell	-66	Closed	-$7.58K	–	407
2022 Q4	$7.58K	Hold	66	–	–	﹤0.01%	316
2022 Q3	$8K	Hold	66	–	–	﹤0.01%	322
2022 Q2	$8K	Sell	66 -7,077	-99%	-$846K	﹤0.01%	331
2022 Q1	$872K	Buy	7,143 +267	+4%	+$33.5K	0.35%	62
2021 Q4	$885K	Buy	6,876 +818	+14%	+$106K	0.34%	65
2021 Q3	$789K	Buy	6,058 +1,783	+42%	+$234K	0.32%	69
2021 Q2	$558K	Buy	4,275 +1,111	+35%	+$145K	0.23%	88
2021 Q1	$411K	Buy	3,164 +1,073	+51%	+$141K	0.22%	94
2020 Q4	$278K	Buy	+2,091	New	+$278K	0.26%	105

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lumature Wealth Partners's IEI Position: Q1 2023 in Review

Lumature Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2023, closing a stake of 66 shares — an estimated $7.58K sold.

Lumature Wealth Partners first reported a position in IEI in Q4 2020 and held it in 9 quarters. The position peaked at $885K in Q4 2021. 582 funds tracked by Wall St. Rank hold IEI as of Q1 2023.

Lumature Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 66 iShares 3-7 Year Treasury Bond ETF shares in Q1 2023, an estimated $7.58K.
Lumature Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Lumature Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $885K in Q4 2021.
582 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.