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Boston Family Office’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boston Family Office’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
-2,934
Closed -$347K – 287
2025
Q1 		$347K Buy
2,934
+521
+22% +$60.7K 0.02% 227
2024
Q4 		$279K Buy
+2,413
New +$282K 0.02% 240

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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 22.9% 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

Boston Family Office's IEI Position: Q2 2025 in Review

Boston Family Office sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 2,934 shares — an estimated $347K sold.

Boston Family Office first reported a position in IEI in Q4 2024 and held it in 2 quarters. The position peaked at $347K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Boston Family Office reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Boston Family Office sold 2,934 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $347K.
  • Boston Family Office first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Boston Family Office's iShares 3-7 Year Treasury Bond ETF position peaked at $347K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Boston Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.