Advisor Resource Council’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Advisor Resource Council’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	–	Sell	-12,323	Closed	-$1.44M	–	364
2025 Q1	$1.44M	Buy	+12,323	New	+$1.43M	0.12%	196
2024 Q4	–	Sell	-4,034	Closed	-$482K	–	160
2024 Q3	$482K	Buy	+4,034	New	+$477K	0.22%	125
2023 Q1	–	Sell	-2,152	Closed	-$247K	–	272
2022 Q4	$247K	Buy	2,152 +2	+0.1%	+$229	0.12%	136
2022 Q3	$246K	Buy	+2,150	New	+$254K	0.17%	124
2022 Q1	–	Sell	-1,872	Closed	-$241K	–	353
2021 Q4	$241K	Buy	+1,872	New	+$242K	0.02%	507

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Advisor Resource Council's IEI Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 12,323 shares — an estimated $1.44M sold.

Advisor Resource Council first reported a position in IEI in Q4 2021 and held it in 5 quarters. The position peaked at $1.44M in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Advisor Resource Council reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 12,323 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.44M.
Advisor Resource Council first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Advisor Resource Council's iShares 3-7 Year Treasury Bond ETF position peaked at $1.44M in Q1 2025.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.