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Gladstone Institutional Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gladstone Institutional Advisory’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
-1,727
Closed -$204K – 769
2025
Q1 		$204K Buy
+1,727
New +$201K 0.01% 687
2022
Q2 		– Sell
-2,136
Closed -$261K – 689
2022
Q1 		$261K Sell
2,136
-517
-19% -$64.9K 0.02% 591
2021
Q4 		$341K Sell
2,653
-1,308
-33% -$169K 0.03% 447
2021
Q3 		$516K Sell
3,961
-953
-19% -$125K 0.05% 312
2021
Q2 		$641K Sell
4,914
-26,769
-84% -$3.49M 0.08% 253
2021
Q1 		$4.12M Buy
31,683
+8,377
+36% +$1.1M 0.64% 41
2020
Q4 		$3.1M Buy
23,306
+93
+0.4% +$12.4K 0.62% 40
2020
Q3 		$3.1M Buy
23,213
+86
+0.4% +$11.5K 0.74% 32
2020
Q2 		$3.09M Buy
23,127
+2,372
+11% +$316K 0.79% 32
2020
Q1 		$2.77M Buy
+20,755
New +$2.67M 0.71% 30

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Gladstone Institutional Advisory's IEI Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 1,727 shares — an estimated $204K sold.

Gladstone Institutional Advisory first reported a position in IEI in Q1 2020 and held it in 10 quarters. The position peaked at $4.12M in Q1 2021. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,727 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $204K.
  • Gladstone Institutional Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 10 quarters.
  • Gladstone Institutional Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $4.12M in Q1 2021.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.