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

Iron Horse 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
Q2 		$23.3K Hold
196
– – 0.01% 196
2025
Q1 		$23.2K Buy
+196
New +$22.8K 0.01% 184

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

Iron Horse Wealth Management's IEI Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2025 at 196 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #196.

Iron Horse Wealth Management first reported a position in IEI in Q1 2025 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Iron Horse Wealth Management held 196 shares of iShares 3-7 Year Treasury Bond ETF worth $23.3K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #196 holding.
  • Iron Horse Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.