FFT Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

FFT Wealth Management’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 Q1	–	Sell	-9,131	Closed	-$1.06M	–	141
2024 Q4	$1.06M	Buy	9,131 +99	+1%	+$11.6K	0.08%	61
2024 Q3	$1.08M	Sell	9,032 -5,529	-38%	-$653K	0.08%	57
2024 Q2	$1.68M	Buy	14,561 +114	+0.8%	+$13.1K	0.15%	46
2024 Q1	$1.67M	Buy	14,447 +69	+0.5%	+$8.01K	0.14%	47
2023 Q4	$1.68M	Buy	14,378 +135	+0.9%	+$15.4K	0.15%	39
2023 Q3	$1.61M	Buy	14,243 +85	+0.6%	+$9.72K	0.21%	32
2023 Q2	$1.63M	Sell	14,158 -104,938	-88%	-$12.3M	0.2%	31
2023 Q1	$14M	Buy	119,096 +411	+0.3%	+$47.8K	1.74%	12
2022 Q4	$13.6M	Sell	118,685 -1,604	-1%	-$184K	1.75%	13
2022 Q3	$13.7M	Buy	120,289 +205	+0.2%	+$24.3K	1.92%	12
2022 Q2	$14.3M	Buy	120,084 +492	+0.4%	+$58.8K	1.6%	18
2022 Q1	$14.6M	Sell	119,592 -149,216	-56%	-$18.7M	1.39%	20
2021 Q4	$34.6M	Buy	268,808 +14,464	+6%	+$1.87M	3.1%	14
2021 Q3	$33.1M	Buy	+254,344	New	+$33.4M	3.13%	14
2016 Q2	–	Sell	-1,636	Closed	-$206K	–	68
2016 Q1	$206K	Hold	1,636	–	–	0.09%	57
2015 Q4	$201K	Buy	+1,636	New	+$202K	0.16%	57

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FFT Wealth Management's IEI Position: Q1 2025 in Review

FFT Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 9,131 shares — an estimated $1.06M sold.

FFT Wealth Management first reported a position in IEI in Q4 2015 and held it in 16 quarters. The position peaked at $34.6M in Q4 2021. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

FFT Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 9,131 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.06M.
FFT Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 16 quarters.
FFT Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $34.6M in Q4 2021.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.