EFG Asset Management (Americas)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

EFG Asset Management (Americas)’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 Q3	$3.02M	Sell	25,231 -454	-2%	-$54K	0.52%	62
2025 Q2	$3.06M	Sell	25,685 -7,291	-22%	-$860K	0.56%	55
2025 Q1	$3.9M	Sell	32,976 -3,368	-9%	-$392K	0.79%	41
2024 Q4	$4.2M	Buy	36,344 +3,012	+9%	+$352K	0.82%	40
2024 Q3	$3.99M	Buy	33,332 +54	+0.2%	+$6.38K	0.78%	44
2024 Q2	$3.84M	Buy	33,278 +18,774	+129%	+$2.15M	0.75%	44
2024 Q1	$1.68M	Sell	14,504 -16,078	-53%	-$1.87M	0.51%	57
2023 Q4	$3.58M	Sell	30,582 -209	-0.7%	-$23.9K	0.77%	39
2023 Q3	$3.48M	Buy	30,791 +11,581	+60%	+$1.32M	0.84%	39
2023 Q2	$2.21M	Hold	19,210	–	–	0.51%	62
2023 Q1	$2.26M	Buy	19,210 +1,487	+8%	+$173K	0.54%	67
2022 Q4	$2.04M	Buy	17,723 +2,211	+14%	+$254K	0.5%	62
2022 Q3	$1.77M	Buy	+15,512	New	+$1.84M	0.45%	63
2015 Q1	–	Sell	-2,183	Closed	-$267K	–	180
2014 Q4	$267K	Buy	+2,183	New	+$267K	0.16%	82

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EFG Asset Management (Americas)'s IEI Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.8% in Q3 2025, selling an estimated $54K and leaving 25,231 shares worth $3.02M. The position accounts for 0.52% of the portfolio, ranked #62.

EFG Asset Management (Americas) first reported a position in IEI in Q4 2014 and has held it in 14 quarters since. The position peaked at $4.2M in Q4 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

EFG Asset Management (Americas) held 25,231 shares of iShares 3-7 Year Treasury Bond ETF worth $3.02M as of Q3 2025.
EFG Asset Management (Americas) sold 454 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $54K.
iShares 3-7 Year Treasury Bond ETF made up 0.52% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #62 holding.
EFG Asset Management (Americas) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 14 quarters since.
EFG Asset Management (Americas)'s iShares 3-7 Year Treasury Bond ETF position peaked at $4.2M in Q4 2024.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.