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Abich Financial Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$5.5K Buy
+46
New +$5.47K ﹤0.01% 502
2024
Q3 		– Sell
-14
Closed -$1.62K – 617
2024
Q2 		$1.62K Sell
14
-317
-96% -$36.3K ﹤0.01% 516
2024
Q1 		$38.3K Buy
331
+317
+2,264% +$36.8K 0.03% 169
2023
Q4 		$1.64K Buy
+14
New +$1.6K ﹤0.01% 342

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 $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's IEI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025: 46 shares worth $5.5K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IEI as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in IEI in Q4 2023 and has held it in 4 quarters since. The position peaked at $38.3K in Q1 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Abich Financial Wealth Management held 46 shares of iShares 3-7 Year Treasury Bond ETF worth $5.5K as of Q3 2025.
  • iShares 3-7 Year Treasury Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #502 holding.
  • Abich Financial Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $38.3K in Q1 2024.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.