Castleview Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Castleview Partners’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 Q1	–	Sell	-206	Closed	-$23.8K	–	351
2024 Q4	$23.8K	Sell	206 -131	-39%	-$15.3K	0.01%	444
2024 Q3	$40.3K	Buy	337 +133	+65%	+$15.7K	0.02%	353
2024 Q2	$23.6K	Buy	204 +36	+21%	+$4.13K	0.01%	418
2024 Q1	$19.5K	Hold	168	–	–	0.01%	471
2023 Q4	$19.6K	Buy	168 +2	+1%	+$228	0.01%	440
2023 Q3	$18.8K	Buy	166 +1	+0.6%	+$114	0.02%	369
2023 Q2	$19K	Sell	165 -18	-10%	-$2.11K	0.02%	361
2023 Q1	$21.5K	Hold	183	–	–	0.02%	340
2022 Q4	$21K	Buy	+183	New	+$21K	0.02%	297

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Castleview Partners's IEI Position: Q1 2025 in Review

Castleview Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 206 shares — an estimated $23.8K sold.

Castleview Partners first reported a position in IEI in Q4 2022 and held it in 9 quarters. The position peaked at $40.3K in Q3 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Castleview Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 206 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $23.8K.
Castleview Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Castleview Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $40.3K in Q3 2024.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.