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Kathleen S. Wright Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kathleen S. Wright Associates’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 		$484K Buy
4,050
+50
+1% +$5.95K 0.18% 75
2025
Q2 		$476K Sell
4,000
-30
-0.7% -$3.54K 0.19% 77
2025
Q1 		$476K Hold
4,030
– – 0.2% 78
2024
Q4 		$466K Hold
4,030
– – 0.19% 80
2024
Q3 		$482K Buy
4,030
+70
+2% +$8.27K 0.2% 75
2024
Q2 		$457K Sell
3,960
-434
-10% -$49.7K 0.21% 74
2024
Q1 		$509K Sell
4,394
-360
-8% -$41.8K 0.24% 70
2023
Q4 		$557K Sell
4,754
-4,124
-46% -$471K 0.28% 63
2023
Q3 		$1M Sell
8,878
-437
-5% -$50K 0.56% 43
2023
Q2 		$1.07M Sell
9,315
-1,240
-12% -$145K 0.68% 39
2023
Q1 		$1.24M Sell
10,555
-86
-0.8% -$9.99K 0.82% 32
2022
Q4 		$1.22M Buy
10,641
+2,779
+35% +$319K 0.83% 34
2022
Q3 		$898K Buy
7,862
+1,840
+31% +$218K 0.73% 38
2022
Q2 		$719K Buy
6,022
+85
+1% +$10.2K 0.61% 42
2022
Q1 		$725K Buy
5,937
+153
+3% +$19.2K 0.53% 45
2021
Q4 		$744K Buy
+5,784
New +$747K 0.55% 47

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

Kathleen S. Wright Associates's IEI Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.3% in Q3 2025, buying an estimated $5.95K and bringing the position to 4,050 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #75.

Kathleen S. Wright Associates first reported a position in IEI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.24M in Q1 2023. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Kathleen S. Wright Associates held 4,050 shares of iShares 3-7 Year Treasury Bond ETF worth $484K as of Q3 2025.
  • Kathleen S. Wright Associates bought 50 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.95K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #75 holding.
  • Kathleen S. Wright Associates first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's iShares 3-7 Year Treasury Bond ETF position peaked at $1.24M in Q1 2023.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.