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Davidson Trust Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Davidson Trust Company’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
-2,457
Closed -$290K – 163
2025
Q1 		$290K Hold
2,457
– – 0.14% 129
2024
Q4 		$284K Sell
2,457
-1,715
-41% -$200K 0.15% 127
2024
Q3 		$499K Buy
+4,172
New +$493K 0.26% 91

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Davidson Trust Company's IEI Position: Q2 2025 in Review

Davidson Trust Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 2,457 shares — an estimated $290K sold.

Davidson Trust Company first reported a position in IEI in Q3 2024 and held it in 3 quarters. The position peaked at $499K in Q3 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Davidson Trust Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Davidson Trust Company sold 2,457 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $290K.
  • Davidson Trust Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
  • Davidson Trust Company's iShares 3-7 Year Treasury Bond ETF position peaked at $499K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Davidson Trust Company's 13F filing for Q2 2025, filed 28 Jul 2025.