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Anderson Financial Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Anderson Financial Strategies’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
-68
Closed -$8.03K – 113
2025
Q1 		$8.03K Sell
68
-54,834
-100% -$6.39M ﹤0.01% 167
2024
Q4 		$6.34M Buy
+54,902
New +$6.41M 3.82% 12

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Anderson Financial Strategies's IEI Position: Q2 2025 in Review

Anderson Financial Strategies sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 68 shares — an estimated $8.03K sold.

Anderson Financial Strategies first reported a position in IEI in Q4 2024 and held it in 2 quarters. The position peaked at $6.34M in Q4 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Anderson Financial Strategies reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 68 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.03K.
  • Anderson Financial Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $6.34M in Q4 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.