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

L.J. Altfest & 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
Q2 		– Sell
-3,229
Closed -$381K – 354
2025
Q1 		$381K Sell
3,229
-2,038
-39% -$237K 0.05% 245
2024
Q4 		$609K Buy
+5,267
New +$615K 0.08% 178
2023
Q2 		– Sell
-2,138
Closed -$252K – 298
2023
Q1 		$252K Hold
2,138
– – 0.04% 247
2022
Q4 		$246K Hold
2,138
– – 0.04% 229
2022
Q3 		$244K Hold
2,138
– – 0.05% 234
2022
Q2 		$255K Sell
2,138
-345
-14% -$41.2K 0.05% 222
2022
Q1 		$303K Sell
2,483
-583
-19% -$73.2K 0.05% 202
2021
Q4 		$395K Sell
3,066
-29
-0.9% -$3.74K 0.08% 176
2021
Q3 		$403K Sell
3,095
-353
-10% -$46.3K 0.08% 166
2021
Q2 		$450K Hold
3,448
– – 0.1% 152
2021
Q1 		$448K Sell
3,448
-839
-20% -$110K 0.11% 153
2020
Q4 		$570K Sell
4,287
-337
-7% -$44.8K 0.14% 115
2020
Q3 		$618K Sell
4,624
-4,686
-50% -$626K 0.16% 101
2020
Q2 		$1.25M Sell
9,310
-4,879
-34% -$650K 0.36% 44
2020
Q1 		$1.89M Sell
14,189
-9,347
-40% -$1.2M 0.59% 27
2019
Q4 		$2.96M Sell
23,536
-3,970
-14% -$501K 0.75% 25
2019
Q3 		$3.49M Sell
27,506
-22,070
-45% -$2.79M 0.9% 24
2019
Q2 		$6.24M Sell
49,576
-400,561
-89% -$49.5M 1.66% 15
2019
Q1 		$55.5M Sell
450,137
-128,042
-22% -$15.6M 13.5% 1
2018
Q4 		$70.2M Buy
578,179
+357,612
+162% +$42.7M 19.6% 1
2018
Q3 		$26.3M Buy
220,567
+100,068
+83% +$12M 7.64% 3
2018
Q2 		$14.5M Buy
+120,499
New +$14.4M 5.38% 2

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

L.J. Altfest & Co's IEI Position: Q2 2025 in Review

L.J. Altfest & Co sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 3,229 shares — an estimated $381K sold.

L.J. Altfest & Co first reported a position in IEI in Q2 2018 and held it in 22 quarters. The position peaked at $70.2M in Q4 2018. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • L.J. Altfest & Co reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,229 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $381K.
  • L.J. Altfest & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 22 quarters.
  • L.J. Altfest & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $70.2M in Q4 2018.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.