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Institute for Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Institute for Wealth Management’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 		– Sell
-1,714
Closed -$204K – 583
2025
Q2 		$204K Buy
+1,714
New +$202K 0.02% 537
2020
Q1 		– Sell
-30
Closed -$4K – 509
2019
Q4 		$4K Buy
+30
New +$3.79K ﹤0.01% 646

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 $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's IEI Position: Q3 2025 in Review

Institute for Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,714 shares — an estimated $204K sold.

Institute for Wealth Management first reported a position in IEI in Q4 2019 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Institute for Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,714 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $204K.
  • Institute for Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Institute for Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $204K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.