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

Congress 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 Q2	$1.77M	Buy	14,862 +4,480	+43%	+$528K	0.02%	579
2025 Q1	$1.23M	Sell	10,382 -441	-4%	-$51.4K	0.01%	586
2024 Q4	$1.25M	Buy	10,823 +6,608	+157%	+$771K	0.02%	487
2024 Q3	$504K	Sell	4,215 -272	-6%	-$32.1K	0.01%	635
2024 Q2	$518K	Buy	4,487 +43	+1%	+$4.93K	0.01%	533
2024 Q1	$515K	Sell	4,444 -13	-0.3%	-$1.51K	0.01%	449
2023 Q4	$522K	Sell	4,457 -1,304	-23%	-$149K	0.01%	456
2023 Q3	$652K	Sell	5,761 -624	-10%	-$71.4K	0.01%	418
2023 Q2	$736K	Sell	6,385 -51	-0.8%	-$5.97K	0.02%	372
2023 Q1	$757K	Buy	6,436 +270	+4%	+$31.4K	0.02%	375
2022 Q4	$708K	Buy	6,166 +562	+10%	+$64.4K	0.02%	371
2022 Q3	$641K	Buy	5,604 +377	+7%	+$44.6K	0.02%	379
2022 Q2	$623K	Sell	5,227 -1,945	-27%	-$232K	0.02%	380
2022 Q1	$875K	Sell	7,172 -284	-4%	-$35.6K	0.02%	372
2021 Q4	$959K	Buy	+7,456	New	+$963K	0.02%	376

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 22.9% 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

Congress Wealth Management's IEI Position: Q2 2025 in Review

Congress Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 43% in Q2 2025, buying an estimated $528K and bringing the position to 14,862 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #579.

Congress Wealth Management first reported a position in IEI in Q4 2021 and has held it in 15 quarters since. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Congress Wealth Management held 14,862 shares of iShares 3-7 Year Treasury Bond ETF worth $1.77M as of Q2 2025.
Congress Wealth Management bought 4,480 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $528K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #579 holding.
Congress Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.