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J. Goldman & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

J. Goldman & Co’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
-55,000
Closed -$6.55M – 533
2025
Q2 		$6.55M Sell
55,000
-92,360
-63% -$10.9M 0.16% 173
2025
Q1 		$17.4M Buy
147,360
+78,910
+115% +$9.19M 0.43% 74
2024
Q4 		$7.91M Buy
+68,450
New +$7.99M 0.21% 148

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J. Goldman & Co's IEI Position: Q3 2025 in Review

J. Goldman & Co sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 55,000 shares — an estimated $6.55M sold.

J. Goldman & Co first reported a position in IEI in Q4 2024 and held it in 3 quarters. The position peaked at $17.4M in Q1 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • J. Goldman & Co reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • J. Goldman & Co sold 55,000 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $6.55M.
  • J. Goldman & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • J. Goldman & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $17.4M in Q1 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.