Hexagon Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hexagon Capital Partners’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	-214	Closed	-$25.3K	–	843
2025 Q1	$25.3K	Hold	214	–	–	﹤0.01%	669
2024 Q4	$24.7K	Sell	214 -5	-2%	-$584	﹤0.01%	714
2024 Q3	$26.2K	Hold	219	–	–	0.01%	618
2024 Q2	$25.3K	Hold	219	–	–	0.01%	612
2024 Q1	$25.4K	Hold	219	–	–	0.01%	610
2023 Q4	$25.7K	Buy	219 +197	+895%	+$22.5K	0.01%	567
2023 Q3	$2.49K	Hold	22	–	–	﹤0.01%	1030
2023 Q2	$2.54K	Hold	22	–	–	﹤0.01%	1034
2023 Q1	$2.59K	Hold	22	–	–	﹤0.01%	1016
2022 Q4	$2.53K	Sell	22 -196	-90%	-$22.5K	﹤0.01%	1048
2022 Q3	$25K	Buy	218 +177	+432%	+$21K	0.01%	530
2022 Q2	$5K	Hold	41	–	–	﹤0.01%	802
2022 Q1	$5K	Hold	41	–	–	﹤0.01%	717
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	673
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	669
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	641
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	598
2020 Q4	$5K	Sell	41 -2	-5%	-$266	﹤0.01%	552
2020 Q3	$5K	Buy	+43	New	+$5.75K	﹤0.01%	531

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

Hexagon Capital Partners's IEI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 214 shares — an estimated $25.3K sold.

Hexagon Capital Partners first reported a position in IEI in Q3 2020 and held it in 19 quarters. The position peaked at $26.2K in Q3 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 214 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $25.3K.
Hexagon Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $26.2K in Q3 2024.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.