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Crescent Grove Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crescent Grove 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
Q1 		– Sell
-3,025
Closed -$350K – 279
2024
Q4 		$350K Buy
3,025
+1,017
+51% +$119K 0.03% 199
2024
Q3 		$240K Buy
2,008
+168
+9% +$19.9K 0.02% 249
2024
Q2 		$212K Buy
+1,840
New +$211K 0.02% 261
2023
Q4 		– Sell
-2,168
Closed -$245K – 292
2023
Q3 		$245K Buy
+2,168
New +$248K 0.03% 246

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Crescent Grove Advisors's IEI Position: Q1 2025 in Review

Crescent Grove Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 3,025 shares — an estimated $350K sold.

Crescent Grove Advisors first reported a position in IEI in Q3 2023 and held it in 4 quarters. The position peaked at $350K in Q4 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Crescent Grove Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 3,025 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $350K.
  • Crescent Grove Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Crescent Grove Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $350K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.