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Eldridge Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Eldridge Investment 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
Q4 		– Sell
-5,950
Closed -$709K – 160
2025
Q3 		$709K Buy
+5,950
New +$708K 0.16% 87
2021
Q4 		– Sell
-2,900
Closed -$377K – 131
2021
Q3 		$377K Sell
2,900
-19,377
-87% -$2.54M 0.13% 86
2021
Q2 		$2.91M Buy
22,277
+17,677
+384% +$2.31M 1.05% 16
2021
Q1 		$597K Buy
+4,600
New +$605K 0.23% 61
2020
Q4 		– Sell
-1,630
Closed -$218K – 109
2020
Q3 		$218K Buy
+1,630
New +$218K 0.1% 97
2019
Q4 		– Sell
-28,731
Closed -$3.64M – 100
2019
Q3 		$3.64M Buy
28,731
+654
+2% +$82.6K 1.88% 12
2019
Q2 		$3.52M Buy
28,077
+3,611
+15% +$447K 1.88% 13
2019
Q1 		$3.01M Buy
24,466
+5,266
+27% +$641K 1.62% 15
2018
Q4 		$2.33M Buy
19,200
+975
+5% +$116K 1.44% 16
2018
Q3 		$2.17M Buy
18,225
+2,200
+14% +$263K 1.39% 17
2018
Q2 		$1.92M Hold
16,025
– – 1.36% 16
2018
Q1 		$1.93M Buy
+16,025
New +$1.93M 1.45% 15

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Eldridge Investment Advisors's IEI Position: Q4 2025 in Review

Eldridge Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 5,950 shares — an estimated $709K sold.

Eldridge Investment Advisors first reported a position in IEI in Q1 2018 and held it in 12 quarters. The position peaked at $3.64M in Q3 2019. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Eldridge Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 5,950 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $709K.
  • Eldridge Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and held it in 12 quarters.
  • Eldridge Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $3.64M in Q3 2019.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Eldridge Investment Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.