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Bank of Jackson Hole Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bank of Jackson Hole Trust’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
Q3 		– Sell
-215
Closed -$25.6K – 455
2025
Q2 		$25.6K Hold
215
– – 0.01% 299
2025
Q1 		$25.3K Sell
215
-336
-61% -$39.1K 0.02% 289
2024
Q4 		$63.7K Buy
+551
New +$64.3K 0.04% 197

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Jackson Hole Trust's IEI Position: Q3 2025 in Review

Bank of Jackson Hole Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 215 shares — an estimated $25.6K sold.

Bank of Jackson Hole Trust first reported a position in IEI in Q4 2024 and held it in 3 quarters. The position peaked at $63.7K in Q4 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Bank of Jackson Hole Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 215 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $25.6K.
  • Bank of Jackson Hole Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Bank of Jackson Hole Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $63.7K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q3 2025, filed 31 Oct 2025.