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Briaud Financial Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Briaud Financial Planning’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
-89
Closed -$10K – 171
2025
Q2 		$10K Hold
89
– – ﹤0.01% 237
2025
Q1 		$10K Hold
89
– – ﹤0.01% 143
2024
Q4 		$10K Buy
+89
New +$10.4K ﹤0.01% 138

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 22.9% 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

Briaud Financial Planning's IEI Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 89 shares — an estimated $10K sold.

Briaud Financial Planning first reported a position in IEI in Q4 2024 and held it in 3 quarters. The position peaked at $10K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 89 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $10K.
  • Briaud Financial Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $10K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.