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

Alpine Bank 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
-36
Closed -$4.3K – 273
2025
Q3 		$4.3K Hold
36
– – ﹤0.01% 408
2025
Q2 		$4.29K Buy
+36
New +$4.25K ﹤0.01% 402

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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 22.96% 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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Alpine Bank Wealth Management's IEI Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 36 shares — an estimated $4.3K sold.

Alpine Bank Wealth Management first reported a position in IEI in Q2 2025 and held it in 2 quarters. The position peaked at $4.3K in Q3 2025. 847 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 36 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $4.3K.
  • Alpine Bank Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $4.3K in Q3 2025.
  • 847 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.