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

Bristlecone Advisors’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
-634
Closed -$75.5K – 259
2025
Q2 		$75.5K Buy
634
+6
+1% +$708 0.01% 245
2025
Q1 		$74.2K Buy
628
+3
+0.5% +$349 0.01% 304
2024
Q4 		$72.2K Sell
625
-73
-10% -$8.52K 0.01% 304
2024
Q3 		$83.5K Buy
+698
New +$82.5K 0.01% 303

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bristlecone Advisors's IEI Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 634 shares — an estimated $75.5K sold.

Bristlecone Advisors first reported a position in IEI in Q3 2024 and held it in 4 quarters. The position peaked at $83.5K in Q3 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Bristlecone Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 634 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $75.5K.
  • Bristlecone Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Bristlecone Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $83.5K in Q3 2024.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.