LMKC
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L.M. Kohn & Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

L.M. Kohn & Company’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
-3,419
Closed -$404K – 285
2025
Q1 		$404K Sell
3,419
-460
-12% -$53.6K 0.11% 163
2024
Q4 		$448K Buy
+3,879
New +$453K 0.12% 144
2023
Q2 		– Sell
-3,927
Closed -$462K – 243
2023
Q1 		$462K Buy
3,927
+1,082
+38% +$126K 0.19% 122
2022
Q4 		$327K Buy
+2,845
New +$326K 0.15% 144

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 22.9% 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.M. Kohn & Company's IEI Position: Q2 2025 in Review

L.M. Kohn & Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 3,419 shares — an estimated $404K sold.

L.M. Kohn & Company first reported a position in IEI in Q4 2022 and held it in 4 quarters. The position peaked at $462K in Q1 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • L.M. Kohn & Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,419 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $404K.
  • L.M. Kohn & Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • L.M. Kohn & Company's iShares 3-7 Year Treasury Bond ETF position peaked at $462K in Q1 2023.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.