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Concord Asset Management (Virginia)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Concord Asset Management (Virginia)’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 		– Sell
-17,412
Closed -$2.07M – 160
2025
Q2 		$2.07M Buy
+17,412
New +$2.05M 0.31% 81

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Envestnet Asset Management
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BlackRock
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Asset Management (Virginia)'s IEI Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 17,412 shares — an estimated $2.07M sold.

Concord Asset Management (Virginia) first reported a position in IEI in Q2 2025 and held it in 1 quarter. The position peaked at $2.07M in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 17,412 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $2.07M.
  • Concord Asset Management (Virginia) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares 3-7 Year Treasury Bond ETF position peaked at $2.07M in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.