Capital A Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital A Wealth 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 Q2	$13.5K	Buy	+115	New	+$13.6K	0.15%	170

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Capital A Wealth Management's IEI Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025: 115 shares worth $13.5K. The stake represents 0.15% of the portfolio and ranks #170 among its holdings.

771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Capital A Wealth Management held 115 shares of iShares 3-7 Year Treasury Bond ETF worth $13.5K as of Q2 2025.
iShares 3-7 Year Treasury Bond ETF was a new Capital A Wealth Management position in Q2 2025.
iShares 3-7 Year Treasury Bond ETF made up 0.15% of Capital A Wealth Management's portfolio in Q2 2025, its #170 holding.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.