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Crumly & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crumly & Associates’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
-3,265
Closed -$386K – 171
2025
Q1 		$386K Hold
3,265
– – 0.11% 109
2024
Q4 		$377K Buy
3,265
+800
+32% +$93.4K 0.1% 109
2024
Q3 		$295K Buy
+2,465
New +$291K 0.08% 124

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Crumly & Associates's IEI Position: Q2 2025 in Review

Crumly & Associates sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 3,265 shares — an estimated $386K sold.

Crumly & Associates first reported a position in IEI in Q3 2024 and held it in 3 quarters. The position peaked at $386K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Crumly & Associates reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Crumly & Associates sold 3,265 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $386K.
  • Crumly & Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
  • Crumly & Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $386K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.