Hazlett, Burt & Watson’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hazlett, Burt & Watson’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 Q1	–	Sell	-62	Closed	-$7K	–	809
2024 Q4	$7K	Buy	+62	New	+$7.24K	﹤0.01%	581
2024 Q3	–	Sell	-111	Closed	-$13K	–	730
2024 Q2	$13K	Hold	111	–	–	0.01%	500
2024 Q1	$13K	Hold	111	–	–	0.01%	488
2023 Q4	$13K	Hold	111	–	–	0.01%	467
2023 Q3	$13K	Hold	111	–	–	0.01%	469
2023 Q2	$13K	Hold	111	–	–	0.01%	456
2023 Q1	$13K	Hold	111	–	–	0.01%	424
2022 Q4	$13K	Hold	111	–	–	0.01%	438
2022 Q3	$13K	Buy	111 +1	+0.9%	+$118	0.01%	428
2022 Q2	$13K	Hold	110	–	–	0.01%	429
2022 Q1	$13K	Buy	+110	New	+$13.8K	0.01%	446

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Hazlett, Burt & Watson's IEI Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 62 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in IEI in Q1 2022 and held it in 11 quarters. The position peaked at $13K in Q2 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Hazlett, Burt & Watson reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 62 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $7K.
Hazlett, Burt & Watson first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 11 quarters.
Hazlett, Burt & Watson's iShares 3-7 Year Treasury Bond ETF position peaked at $13K in Q2 2024.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.