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Financial Consulate’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Financial Consulate’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
-28
Closed -$3.35K – 1403
2025
Q3 		$3.35K Buy
+28
New +$3.33K ﹤0.01% 723
2022
Q3 		– Sell
-2,081
Closed -$248K – 122
2022
Q2 		$248K Sell
2,081
-77
-4% -$9.2K 0.12% 105
2022
Q1 		$263K Sell
2,158
-383
-15% -$48.1K 0.1% 106
2021
Q4 		$327K Hold
2,541
– – 0.11% 99
2021
Q3 		$331K Sell
2,541
-69
-3% -$9.05K 0.12% 93
2021
Q2 		$341K Sell
2,610
-312
-11% -$40.7K 0.12% 86
2021
Q1 		$380K Buy
2,922
+197
+7% +$25.9K 0.15% 71
2020
Q4 		$362K Buy
2,725
+193
+8% +$25.7K 0.16% 72
2020
Q3 		$338K Buy
2,532
+173
+7% +$23.1K 0.16% 72
2020
Q2 		$315K Sell
2,359
-754
-24% -$101K 0.16% 72
2020
Q1 		$415K Sell
3,113
-1,022
-25% -$132K 0.25% 56
2019
Q4 		$520K Buy
4,135
+993
+32% +$125K 0.23% 54
2019
Q3 		$398K Buy
+3,142
New +$397K 0.17% 72

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 $49B AUM 17.78% 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

Financial Consulate's IEI Position: Q4 2025 in Review

Financial Consulate sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 28 shares — an estimated $3.35K sold.

Financial Consulate first reported a position in IEI in Q3 2019 and held it in 13 quarters. The position peaked at $520K in Q4 2019. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Financial Consulate reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 28 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.35K.
  • Financial Consulate first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 13 quarters.
  • Financial Consulate's iShares 3-7 Year Treasury Bond ETF position peaked at $520K in Q4 2019.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.