Godsey & Gibb Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Godsey & Gibb Inc’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	-128	Closed	-$15.1K	–	375
2025 Q1	$15.1K	Buy	+128	New	+$14.9K	﹤0.01%	255
2024 Q4	–	Sell	-190	Closed	-$22.7K	–	402
2024 Q3	$22.7K	Hold	190	–	–	﹤0.01%	248
2024 Q2	$21.9K	Hold	190	–	–	﹤0.01%	243
2024 Q1	$22K	Hold	190	–	–	﹤0.01%	221
2023 Q4	$22.3K	Hold	190	–	–	﹤0.01%	212
2023 Q3	$21.5K	Hold	190	–	–	﹤0.01%	203
2023 Q2	$21.9K	Buy	+190	New	+$22.3K	﹤0.01%	214
2022 Q4	–	Sell	-95	Closed	-$11K	–	321
2022 Q3	$11K	Hold	95	–	–	0.01%	47
2022 Q2	$11K	Sell	95 -158	-62%	-$18.9K	0.01%	65
2022 Q1	$31K	Hold	253	–	–	0.01%	61
2021 Q4	$33K	Hold	253	–	–	0.01%	64
2021 Q3	$33K	Buy	+253	New	+$33.2K	0.01%	52

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Godsey & Gibb Inc's IEI Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 128 shares — an estimated $15.1K sold.

Godsey & Gibb Inc first reported a position in IEI in Q3 2021 and held it in 12 quarters. The position peaked at $33K in Q4 2021. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Godsey & Gibb Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 128 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $15.1K.
Godsey & Gibb Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 12 quarters.
Godsey & Gibb Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $33K in Q4 2021.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.