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DHK Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DHK Financial 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
Q2 		$262K Sell
2,200
-2,200
-50% -$260K 0.15% 83
2025
Q1 		$520K Buy
4,400
+2,200
+100% +$256K 0.29% 58
2024
Q4 		$254K Hold
2,200
– – 0.15% 81
2024
Q3 		$263K Buy
+2,200
New +$260K 0.16% 74

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 22.96% 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

DHK Financial Advisors's IEI Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 50% in Q2 2025, selling an estimated $260K and leaving 2,200 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #83.

DHK Financial Advisors first reported a position in IEI in Q3 2024 and has held it in 4 quarters since. The position peaked at $520K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • DHK Financial Advisors held 2,200 shares of iShares 3-7 Year Treasury Bond ETF worth $262K as of Q2 2025.
  • DHK Financial Advisors sold 2,200 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $260K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.15% of DHK Financial Advisors's portfolio in Q2 2025, its #83 holding.
  • DHK Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $520K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.