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Kathmere Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kathmere Capital 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 		– Sell
-2,880
Closed -$340K – 494
2025
Q1 		$340K Buy
+2,880
New +$335K 0.03% 301

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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

Kathmere Capital Management's IEI Position: Q2 2025 in Review

Kathmere Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 2,880 shares — an estimated $340K sold.

Kathmere Capital Management first reported a position in IEI in Q1 2025 and held it in 1 quarter. The position peaked at $340K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Kathmere Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 2,880 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $340K.
  • Kathmere Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Kathmere Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $340K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Kathmere Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.