ACAS LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ACAS LLC’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 Q2	$207K	Sell	1,738 -248	-12%	-$29.3K	0.14%	88
2025 Q1	$236K	Hold	1,986	–	–	0.18%	79
2024 Q4	$231K	Sell	1,986 -418	-17%	-$48.8K	0.17%	81
2024 Q3	$288K	Hold	2,404	–	–	0.24%	67
2024 Q2	$283K	Buy	2,404 +368	+18%	+$42.2K	0.25%	66
2024 Q1	$236K	Sell	2,036 -915	-31%	-$106K	0.23%	72
2023 Q4	$346K	Buy	2,951 +443	+18%	+$50.6K	0.39%	51
2023 Q3	$284K	Sell	2,508 -587	-19%	-$67.1K	0.35%	57
2023 Q2	$357K	Hold	3,095	–	–	0.48%	47
2023 Q1	$364K	Sell	3,095 -118	-4%	-$13.7K	0.52%	44
2022 Q4	$369K	Buy	+3,213	New	+$368K	0.57%	42

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

ACAS LLC's IEI Position: Q2 2025 in Review

ACAS LLC reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2025, selling an estimated $29.3K and leaving 1,738 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #88.

ACAS LLC first reported a position in IEI in Q4 2022 and has held it in 11 quarters since. The position peaked at $369K in Q4 2022. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

ACAS LLC held 1,738 shares of iShares 3-7 Year Treasury Bond ETF worth $207K as of Q2 2025.
ACAS LLC sold 248 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $29.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.14% of ACAS LLC's portfolio in Q2 2025, its #88 holding.
ACAS LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
ACAS LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $369K in Q4 2022.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.