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Atria Wealth Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atria Wealth Solutions’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 		$11.3M Sell
94,951
-43,139
-31% -$5.09M 0.26% 87
2025
Q1 		$16.3M Sell
138,090
-644
-0.5% -$75K 0.2% 111
2024
Q4 		$16M Buy
138,734
+1,692
+1% +$197K 0.18% 118
2024
Q3 		$16.4M Buy
137,042
+2,777
+2% +$328K 0.18% 121
2024
Q2 		$15.5M Buy
134,265
+6,390
+5% +$732K 0.17% 124
2024
Q1 		$14.8M Sell
127,875
-2,110
-2% -$245K 0.17% 133
2023
Q4 		$15.2M Sell
129,985
-5,766
-4% -$658K 0.19% 112
2023
Q3 		$15.4M Sell
135,751
-3,120
-2% -$357K 0.22% 102
2023
Q2 		$16M Buy
138,871
+14,773
+12% +$1.73M 0.22% 102
2023
Q1 		$14.6M Sell
124,098
-39,712
-24% -$4.62M 0.22% 100
2022
Q4 		$18.8M Buy
163,810
+13,362
+9% +$1.53M 0.3% 79
2022
Q3 		$17.2M Buy
150,448
+57,010
+61% +$6.75M 0.3% 75
2022
Q2 		$11.2M Sell
93,438
-10,502
-10% -$1.26M 0.21% 108
2022
Q1 		$12.7M Buy
+103,940
New +$13M 0.21% 101

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Atria Wealth Solutions's IEI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 31% in Q2 2025, selling an estimated $5.09M and leaving 94,951 shares worth $11.3M. The position accounts for 0.26% of the portfolio, ranked #87.

Atria Wealth Solutions first reported a position in IEI in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.8M in Q4 2022. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Atria Wealth Solutions held 94,951 shares of iShares 3-7 Year Treasury Bond ETF worth $11.3M as of Q2 2025.
  • Atria Wealth Solutions sold 43,139 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $5.09M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.26% of Atria Wealth Solutions's portfolio in Q2 2025, its #87 holding.
  • Atria Wealth Solutions first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 3-7 Year Treasury Bond ETF position peaked at $18.8M in Q4 2022.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.