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Guerra Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Guerra Advisors’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
Q3 		$176K Buy
+1,475
New +$175K 0.07% 91

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guerra Advisors's IEI Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025: 1,475 shares worth $176K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings.

778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Guerra Advisors held 1,475 shares of iShares 3-7 Year Treasury Bond ETF worth $176K as of Q3 2025.
  • iShares 3-7 Year Treasury Bond ETF was a new Guerra Advisors position in Q3 2025.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Guerra Advisors's portfolio in Q3 2025, its #91 holding.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.