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

Adams 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
Q4 		– Sell
-2,421
Closed -$289K – 182
2025
Q3 		$289K Buy
2,421
+22
+0.9% +$2.62K 0.06% 137
2025
Q2 		$286K Sell
2,399
-198
-8% -$23.4K 0.05% 136
2025
Q1 		$307K Sell
2,597
-220
-8% -$25.6K 0.06% 108
2024
Q4 		$326K Sell
2,817
-510
-15% -$59.5K 0.06% 99
2024
Q3 		$398K Sell
3,327
-24
-0.7% -$2.84K 0.09% 93
2024
Q2 		$387K Sell
3,351
-594
-15% -$68.1K 0.09% 87
2024
Q1 		$457K Buy
3,945
+178
+5% +$20.7K 0.11% 82
2023
Q4 		$441K Buy
+3,767
New +$430K 0.13% 78

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Adams Wealth Management's IEI Position: Q4 2025 in Review

Adams Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 2,421 shares — an estimated $289K sold.

Adams Wealth Management first reported a position in IEI in Q4 2023 and held it in 8 quarters. The position peaked at $457K in Q1 2024. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Adams Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Adams Wealth Management sold 2,421 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $289K.
  • Adams Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Adams Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $457K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Adams Wealth Management's 13F filing for Q4 2025, filed 18 Feb 2026.