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BTS Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BTS Asset Management’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
-3,802
Closed -$453K – 37
2025
Q2 		$453K Buy
+3,802
New +$448K 0.55% 12
2023
Q2 		– Sell
-806,289
Closed -$94.8M – 46
2023
Q1 		$94.8M Buy
+806,289
New +$93.7M 54.26% 1

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

BTS Asset Management's IEI Position: Q3 2025 in Review

BTS Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 3,802 shares — an estimated $453K sold.

BTS Asset Management first reported a position in IEI in Q1 2023 and held it in 2 quarters. The position peaked at $94.8M in Q1 2023. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • BTS Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • BTS Asset Management sold 3,802 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $453K.
  • BTS Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • BTS Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $94.8M in Q1 2023.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on BTS Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.