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Fortitude Family Office’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Fortitude Family Office’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
-395
Closed -$47.2K – 2015
2025
Q3 		$47.2K Buy
+395
New +$47K 0.01% 250
2025
Q1 		– Sell
-235
Closed -$27.2K – 1218
2024
Q4 		$27.2K Buy
+235
New +$27.4K 0.01% 383

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Fortitude Family Office's IEI Position: Q4 2025 in Review

Fortitude Family Office sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 395 shares — an estimated $47.2K sold.

Fortitude Family Office first reported a position in IEI in Q4 2024 and held it in 2 quarters. The position peaked at $47.2K in Q3 2025. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Fortitude Family Office reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 395 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $47.2K.
  • Fortitude Family Office first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Fortitude Family Office's iShares 3-7 Year Treasury Bond ETF position peaked at $47.2K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.