J.W. Coons Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

J.W. Coons 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	$1.2M	Buy	10,050 +130	+1%	+$15.3K	0.27%	83
2025 Q1	$1.17M	Sell	9,920 -450	-4%	-$52.4K	0.31%	82
2024 Q4	$1.2M	Sell	10,370 -265	-2%	-$30.9K	0.31%	76
2024 Q3	$1.27M	Buy	10,635 +325	+3%	+$38.4K	0.32%	78
2024 Q2	$1.19M	Buy	10,310 +20	+0.2%	+$2.29K	0.29%	76
2024 Q1	$1.19M	Buy	10,290 +300	+3%	+$34.8K	0.27%	76
2023 Q4	$1.17M	Sell	9,990 -2,450	-20%	-$280K	0.32%	76
2023 Q3	$1.41M	Buy	12,440 +1,095	+10%	+$125K	0.41%	59
2023 Q2	$1.31M	Buy	11,345 +350	+3%	+$41K	0.36%	69
2023 Q1	$1.29M	Buy	10,995 +445	+4%	+$51.7K	0.37%	68
2022 Q4	$1.21M	Buy	10,550 +188	+2%	+$21.6K	0.36%	69
2022 Q3	$1.18M	Buy	10,362 +757	+8%	+$89.6K	0.45%	62
2022 Q2	$1.15M	Buy	9,605 +2,300	+31%	+$275K	0.41%	66
2022 Q1	$892K	Hold	7,305	–	–	0.27%	98
2021 Q4	$939K	Buy	7,305 +275	+4%	+$35.5K	0.28%	94
2021 Q3	$918K	Sell	7,030 -135	-2%	-$17.7K	0.31%	81
2021 Q2	$937K	Sell	7,165 -539	-7%	-$70.4K	0.33%	79
2021 Q1	$999K	Buy	7,704 +560	+8%	+$73.7K	0.36%	79
2020 Q4	$949K	Buy	7,144 +350	+5%	+$46.5K	0.36%	76
2020 Q3	$904K	Buy	6,794 +575	+9%	+$76.8K	0.38%	76
2020 Q2	$828K	Sell	6,219 -30	-0.5%	-$4K	0.37%	76
2020 Q1	$832K	Buy	+6,249	New	+$805K	0.44%	66

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

J.W. Coons Advisors's IEI Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q2 2025, buying an estimated $15.3K and bringing the position to 10,050 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #83.

J.W. Coons Advisors first reported a position in IEI in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

J.W. Coons Advisors held 10,050 shares of iShares 3-7 Year Treasury Bond ETF worth $1.2M as of Q2 2025.
J.W. Coons Advisors bought 130 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $15.3K.
iShares 3-7 Year Treasury Bond ETF made up 0.27% of J.W. Coons Advisors's portfolio in Q2 2025, its #83 holding.
J.W. Coons Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.41M in Q3 2023.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.