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

Financial Gravity Companies’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	$1.43K	Buy	+12	New	+$1.42K	﹤0.01%	778
2024 Q4	$1.39K	Hold	12	–	–	﹤0.01%	791
2024 Q3	$1.44K	Buy	+12	New	+$1.42K	﹤0.01%	542
2018 Q4	$1.36M	Buy	+11,196	New	+$1.34M	1.24%	17
2018 Q1	$2.2M	Buy	18,477 +2,538	+16%	+$306K	2.26%	5
2017 Q4	$1.92M	Buy	+15,939	New	+$1.96M	2.21%	6

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Financial Gravity Companies's IEI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025: 12 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IEI as recently as Q4 2024.

Financial Gravity Companies first reported a position in IEI in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.2M in Q1 2018. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Financial Gravity Companies held 12 shares of iShares 3-7 Year Treasury Bond ETF worth $1.43K as of Q2 2025.
iShares 3-7 Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2025.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #778 holding.
Financial Gravity Companies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's iShares 3-7 Year Treasury Bond ETF position peaked at $2.2M in Q1 2018.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.