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

Cobblestone Capital 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 		$274K Hold
2,295
– – 0.01% 266
2025
Q2 		$273K Hold
2,295
– – 0.01% 255
2025
Q1 		$271K Hold
2,295
– – 0.01% 256
2024
Q4 		$265K Buy
+2,295
New +$268K 0.01% 251

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 $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cobblestone Capital Advisors's IEI Position: Q3 2025 in Review

Cobblestone Capital Advisors held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2025 at 2,295 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #266.

Cobblestone Capital Advisors first reported a position in IEI in Q4 2024 and has held it in 4 quarters since. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Cobblestone Capital Advisors held 2,295 shares of iShares 3-7 Year Treasury Bond ETF worth $274K as of Q3 2025.
  • Cobblestone Capital Advisors left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2025.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #266 holding.
  • Cobblestone Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.