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ERTS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ERTS Wealth 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 		– Sell
-3,486
Closed -$412K – 54
2025
Q1 		$412K Buy
3,486
+30
+0.9% +$3.49K 0.08% 52
2024
Q4 		$399K Sell
3,456
-983
-22% -$115K 0.08% 55
2024
Q3 		$531K Sell
4,439
-891
-17% -$105K 0.1% 49
2024
Q2 		$615K Sell
5,330
-332
-6% -$38.1K 0.12% 40
2024
Q1 		$656K Sell
5,662
-10,802
-66% -$1.25M 0.13% 38
2023
Q4 		$1.93M Buy
16,464
+200
+1% +$22.8K 0.42% 18
2023
Q3 		$1.84M Buy
16,264
+1,207
+8% +$138K 0.44% 17
2023
Q2 		$1.74M Buy
15,057
+1,510
+11% +$177K 0.4% 20
2023
Q1 		$1.59M Buy
13,547
+6,162
+83% +$716K 0.39% 21
2022
Q4 		$848K Buy
7,385
+1,025
+16% +$118K 0.22% 41
2022
Q3 		$727K Sell
6,360
-2,804
-31% -$332K 0.2% 37
2022
Q2 		$1.09M Buy
9,164
+2,668
+41% +$319K 0.31% 31
2022
Q1 		$793K Sell
6,496
-5,034
-44% -$632K 0.22% 32
2021
Q4 		$1.48M Buy
11,530
+355
+3% +$45.8K 0.35% 24
2021
Q3 		$1.46M Buy
11,175
+2,744
+33% +$360K 0.38% 24
2021
Q2 		$1.1M Buy
8,431
+2,413
+40% +$315K 0.3% 29
2021
Q1 		$782K Buy
6,018
+2,304
+62% +$303K 0.23% 33
2020
Q4 		$494K Sell
3,714
-260
-7% -$34.6K 0.16% 47
2020
Q3 		$531K Buy
3,974
+387
+11% +$51.7K 0.2% 41
2020
Q2 		$479K Buy
3,587
+116
+3% +$15.5K 0.19% 44
2020
Q1 		$463K Sell
3,471
-110,218
-97% -$14.2M 0.22% 49
2019
Q4 		$14.3M Buy
113,689
+16,506
+17% +$2.08M 6.44% 7
2019
Q3 		$12.3M Buy
97,183
+66,193
+214% +$8.36M 6.23% 8
2019
Q2 		$3.9M Sell
30,990
-653
-2% -$80.8K 2.15% 11
2019
Q1 		$3.9M Sell
31,643
-6,352
-17% -$773K 2.32% 10
2018
Q4 		$4.61M Buy
+37,995
New +$4.53M 3.3% 10

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

ERTS Wealth Advisors's IEI Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 3,486 shares — an estimated $412K sold.

ERTS Wealth Advisors first reported a position in IEI in Q4 2018 and held it in 26 quarters. The position peaked at $14.3M in Q4 2019. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,486 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $412K.
  • ERTS Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $14.3M in Q4 2019.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.