DFP
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Defined Financial Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Defined Financial Planning’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
-3,144
Closed -$371K – 76
2025
Q1 		$371K Buy
+3,144
New +$366K 0.38% 39

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Defined Financial Planning's IEI Position: Q2 2025 in Review

Defined Financial Planning sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 3,144 shares — an estimated $371K sold.

Defined Financial Planning first reported a position in IEI in Q1 2025 and held it in 1 quarter. The position peaked at $371K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Defined Financial Planning reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 3,144 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $371K.
  • Defined Financial Planning first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Defined Financial Planning's iShares 3-7 Year Treasury Bond ETF position peaked at $371K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.