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Elevate Wealth Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Elevate Wealth Advisory’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
-698
Closed -$82.5K – 137
2025
Q1 		$82.5K Hold
698
– – 0.06% 86
2024
Q4 		$80.7K Hold
698
– – 0.06% 78
2024
Q3 		$83.5K Hold
698
– – 0.06% 81
2024
Q2 		$80.6K Hold
698
– – 0.07% 74
2024
Q1 		$80.8K Sell
698
-252
-27% -$29.2K 0.07% 71
2023
Q4 		$111K Buy
+950
New +$108K 0.1% 66

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

Elevate Wealth Advisory's IEI Position: Q2 2025 in Review

Elevate Wealth Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 698 shares — an estimated $82.5K sold.

Elevate Wealth Advisory first reported a position in IEI in Q4 2023 and held it in 6 quarters. The position peaked at $111K in Q4 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Elevate Wealth Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 698 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $82.5K.
  • Elevate Wealth Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Elevate Wealth Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $111K in Q4 2023.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Elevate Wealth Advisory's 13F filing for Q2 2025, filed 23 Jul 2025.