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

Guerra Pan 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 Q2	–	Sell	-4,669	Closed	-$552K	–	115
2025 Q1	$552K	Hold	4,669	–	–	0.43%	57
2024 Q4	$540K	Hold	4,669	–	–	0.39%	60
2024 Q3	$558K	Hold	4,669	–	–	0.45%	55
2024 Q2	$539K	Hold	4,669	–	–	0.45%	53
2024 Q1	$541K	Sell	4,669 -184	-4%	-$21.4K	0.5%	52
2023 Q4	$568K	Sell	4,853 -82	-2%	-$9.36K	0.54%	55
2023 Q3	$558K	Hold	4,935	–	–	0.64%	51
2023 Q2	$569K	Hold	4,935	–	–	0.63%	51
2023 Q1	$581K	Hold	4,935	–	–	0.73%	45
2022 Q4	$567K	Hold	4,935	–	–	0.77%	45
2022 Q3	$561K	Hold	4,935	–	–	0.82%	43
2022 Q2	$598K	Hold	4,935	–	–	0.74%	46
2022 Q1	$593K	Hold	4,935	–	–	0.72%	47
2021 Q4	$635K	Buy	+4,935	New	+$637K	0.63%	50

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 22.96% 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

Guerra Pan Advisors's IEI Position: Q2 2025 in Review

Guerra Pan Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 4,669 shares — an estimated $552K sold.

Guerra Pan Advisors first reported a position in IEI in Q4 2021 and held it in 14 quarters. The position peaked at $635K in Q4 2021. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Guerra Pan Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Guerra Pan Advisors sold 4,669 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $552K.
Guerra Pan Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 14 quarters.
Guerra Pan Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $635K in Q4 2021.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Guerra Pan Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.