Financiere des Professionnels’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Financiere des Professionnels’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	-61,200	Closed	-$7.23M	–	388
2025 Q1	$7.23M	Buy	61,200 +20,000	+49%	+$2.33M	0.47%	61
2024 Q4	$4.76M	Sell	41,200 -31,800	-44%	-$3.71M	0.33%	92
2024 Q3	$8.73M	Sell	73,000 -28,200	-28%	-$3.33M	0.6%	55
2024 Q2	$11.6M	Buy	101,200 +89,200	+743%	+$10.2M	0.91%	26
2024 Q1	$1.39M	Sell	12,000 -58,000	-83%	-$6.73M	0.11%	117
2023 Q4	$8.2M	Buy	+70,000	New	+$7.99M	0.72%	35

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Financiere des Professionnels's IEI Position: Q2 2025 in Review

Financiere des Professionnels sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 61,200 shares — an estimated $7.23M sold.

Financiere des Professionnels first reported a position in IEI in Q4 2023 and held it in 6 quarters. The position peaked at $11.6M in Q2 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Financiere des Professionnels reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financiere des Professionnels sold 61,200 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $7.23M.
Financiere des Professionnels first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Financiere des Professionnels's iShares 3-7 Year Treasury Bond ETF position peaked at $11.6M in Q2 2024.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Financiere des Professionnels's 13F filing for Q2 2025, filed 9 Jul 2025.