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

Financial Management Professionals’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 Q3	–	Sell	-151	Closed	-$18K	–	997
2025 Q2	$18K	Hold	151	–	–	﹤0.01%	436
2025 Q1	$17.8K	Hold	151	–	–	﹤0.01%	446
2024 Q4	$17.4K	Hold	151	–	–	﹤0.01%	429
2024 Q3	$18K	Buy	+151	New	+$17.8K	﹤0.01%	439
2023 Q2	–	Sell	-20	Closed	-$2K	–	1008
2023 Q1	$2K	Hold	20	–	–	﹤0.01%	803
2022 Q4	$2K	Hold	20	–	–	﹤0.01%	739
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	744
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	753
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	779
2021 Q4	$3K	Buy	+20	New	+$2.58K	﹤0.01%	667
2020 Q2	–	Sell	-132	Closed	-$18K	–	609
2020 Q1	$18K	Buy	+132	New	+$17K	0.01%	143
2019 Q3	–	Sell	-293	Closed	-$37K	–	322
2019 Q2	$37K	Buy	+293	New	+$36.2K	0.01%	116

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Financial Management Professionals's IEI Position: Q3 2025 in Review

Financial Management Professionals sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 151 shares — an estimated $18K sold.

Financial Management Professionals first reported a position in IEI in Q2 2019 and held it in 12 quarters. The position peaked at $37K in Q2 2019. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Financial Management Professionals reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 151 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $18K.
Financial Management Professionals first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 12 quarters.
Financial Management Professionals's iShares 3-7 Year Treasury Bond ETF position peaked at $37K in Q2 2019.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.