Brandywine Oak Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-2,082	Closed	-$241K	–	231
2024 Q4	$241K	Buy	+2,082	New	+$243K	0.02%	207
2019 Q1	–	Sell	-21	Closed	-$2K	–	399
2018 Q4	$2K	Buy	+21	New	+$2.5K	﹤0.01%	657

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Brandywine Oak Private Wealth's IEI Position: Q1 2025 in Review

Brandywine Oak Private Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 2,082 shares — an estimated $241K sold.

Brandywine Oak Private Wealth first reported a position in IEI in Q4 2018 and held it in 2 quarters. The position peaked at $241K in Q4 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Brandywine Oak Private Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,082 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $241K.
Brandywine Oak Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 2 quarters.
Brandywine Oak Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $241K in Q4 2024.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2025, filed 7 May 2025.