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Bensler’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bensler’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
-1,971
Closed -$235K – 184
2025
Q2 		$235K Buy
1,971
+97
+5% +$11.4K 0.03% 157
2025
Q1 		$221K Buy
1,874
+117
+7% +$13.6K 0.03% 148
2024
Q4 		$203K Buy
1,757
+55
+3% +$6.42K 0.02% 161
2024
Q3 		$204K Buy
+1,702
New +$201K 0.03% 160

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler's IEI Position: Q3 2025 in Review

Bensler sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,971 shares — an estimated $235K sold.

Bensler first reported a position in IEI in Q3 2024 and held it in 4 quarters. The position peaked at $235K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Bensler reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bensler sold 1,971 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $235K.
  • Bensler first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Bensler's iShares 3-7 Year Treasury Bond ETF position peaked at $235K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Bensler's 13F filing for Q3 2025, filed 3 Nov 2025.