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Forefront Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Forefront Wealth Partners’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
-38,807
Closed -$4.64M – 168
2025
Q3 		$4.64M Buy
+38,807
New +$4.62M 1.17% 23

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

Forefront Wealth Partners's IEI Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 38,807 shares — an estimated $4.64M sold.

Forefront Wealth Partners first reported a position in IEI in Q3 2025 and held it in 1 quarter. The position peaked at $4.64M in Q3 2025. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 38,807 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $4.64M.
  • Forefront Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $4.64M in Q3 2025.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.