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

Capital Advisors 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 Q4	–	Sell	-2,203	Closed	-$263K	–	222
2025 Q3	$263K	Buy	+2,203	New	+$262K	0.04%	187
2022 Q3	–	Sell	-1,721	Closed	-$205K	–	119
2022 Q2	$205K	Sell	1,721 -1,153	-40%	-$138K	0.07%	111
2022 Q1	$351K	Sell	2,874 -56	-2%	-$7.03K	0.11%	87
2021 Q4	$377K	Sell	2,930 -329	-10%	-$42.5K	0.11%	83
2021 Q3	$424K	Sell	3,259 -886	-21%	-$116K	0.15%	73
2021 Q2	$541K	Sell	4,145 -10,626	-72%	-$1.39M	0.2%	57
2021 Q1	$1.92M	Buy	+14,771	New	+$1.94M	0.83%	31

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Capital Advisors Wealth Management's IEI Position: Q4 2025 in Review

Capital Advisors Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 2,203 shares — an estimated $263K sold.

Capital Advisors Wealth Management first reported a position in IEI in Q1 2021 and held it in 7 quarters. The position peaked at $1.92M in Q1 2021. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Capital Advisors Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Capital Advisors Wealth Management sold 2,203 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $263K.
Capital Advisors Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
Capital Advisors Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.92M in Q1 2021.
848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.