LWM Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
Other funds holding IEI
PCA
LWM Advisory Services's IEI Position: Q3 2022 in Review
LWM Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 2,502 shares — an estimated $299K sold.
LWM Advisory Services first reported a position in IEI in Q1 2022 and held it in 2 quarters. The position peaked at $305K in Q1 2022. 540 funds tracked by Wall St. Rank hold IEI as of Q3 2022.
- LWM Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
- LWM Advisory Services sold 2,502 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $299K.
- LWM Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
- LWM Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $305K in Q1 2022.
- 540 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.
Based on LWM Advisory Services's 13F filing for Q3 2022, filed 16 Nov 2022.