Colton Groome Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Colton Groome Financial 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 Q2	–	Sell	-1,691	Closed	-$202K	–	141
2025 Q1	$202K	Buy	+1,691	New	+$197K	0.08%	123
2023 Q3	–	Sell	-10,478	Closed	-$1.21M	–	116
2023 Q2	$1.21M	Sell	10,478 -6,390	-38%	-$748K	0.57%	45
2023 Q1	$1.98M	Buy	+16,868	New	+$1.96M	0.95%	29
2019 Q3	–	Sell	-10,339	Closed	-$1.3M	–	61
2019 Q2	$1.3M	Buy	+10,339	New	+$1.28M	1.04%	17

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Colton Groome Financial Advisors's IEI Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 1,691 shares — an estimated $202K sold.

Colton Groome Financial Advisors first reported a position in IEI in Q2 2019 and held it in 4 quarters. The position peaked at $1.98M in Q1 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Colton Groome Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 1,691 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $202K.
Colton Groome Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 4 quarters.
Colton Groome Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.98M in Q1 2023.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.