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Heritage Oak Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Heritage Oak Wealth 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
-23,157
Closed -$2.74M – 75
2025
Q1 		$2.74M Buy
+23,157
New +$2.7M 1.2% 17

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 $49B AUM 17.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Heritage Oak Wealth Advisors's IEI Position: Q2 2025 in Review

Heritage Oak Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 23,157 shares — an estimated $2.74M sold.

Heritage Oak Wealth Advisors first reported a position in IEI in Q1 2025 and held it in 1 quarter. The position peaked at $2.74M in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Heritage Oak Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 23,157 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.74M.
  • Heritage Oak Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.74M in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.