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Larson Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-43
Closed -$4.97K – 3138
2024
Q4 		$4.97K Sell
43
-306
-88% -$35.7K ﹤0.01% 1672
2024
Q3 		$41.7K Sell
349
-150
-30% -$17.7K ﹤0.01% 960
2024
Q2 		$57.6K Buy
+499
New +$57.2K ﹤0.01% 777
2024
Q1 		– Sell
-60
Closed -$6.96K – 1774
2023
Q4 		$7.04K Sell
60
-41
-41% -$4.68K ﹤0.01% 1103
2023
Q3 		$11.4K Buy
101
+41
+68% +$4.69K ﹤0.01% 959
2023
Q2 		$6.92K Hold
60
– – ﹤0.01% 1027
2023
Q1 		$7.07K Hold
60
– – ﹤0.01% 1012
2022
Q4 		$6.9K Buy
60
+5
+9% +$573 ﹤0.01% 963
2022
Q3 		$6K Sell
55
-83
-60% -$9.82K ﹤0.01% 917
2022
Q2 		$16K Buy
138
+44
+47% +$5.26K ﹤0.01% 598
2022
Q1 		$12K Buy
94
+4
+4% +$502 ﹤0.01% 621
2021
Q4 		$12K Buy
90
+1
+1% +$129 ﹤0.01% 636
2021
Q3 		$12K Buy
89
+34
+62% +$4.46K ﹤0.01% 554
2021
Q2 		$7K Sell
55
-219
-80% -$28.6K ﹤0.01% 605
2021
Q1 		$36K Sell
274
-33
-11% -$4.34K 0.01% 306
2020
Q4 		$41K Buy
307
+5
+2% +$665 0.01% 246
2020
Q3 		$40K Buy
302
+57
+23% +$7.62K 0.02% 235
2020
Q2 		$33K Buy
245
+3
+1% +$400 0.02% 229
2020
Q1 		$32K Sell
242
-2
-0.8% -$258 0.02% 186
2019
Q4 		$31K Buy
244
+91
+59% +$11.5K 0.02% 183
2019
Q3 		$19K Hold
153
– – 0.01% 226
2019
Q2 		$19K Buy
153
+10
+7% +$1.24K 0.01% 191
2019
Q1 		$18K Sell
143
-56
-28% -$6.82K 0.01% 185
2018
Q4 		$24K Buy
+199
New +$23.7K 0.02% 146

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Larson Financial Group's IEI Position: Q1 2025 in Review

Larson Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 43 shares — an estimated $4.97K sold.

Larson Financial Group first reported a position in IEI in Q4 2018 and held it in 24 quarters. The position peaked at $57.6K in Q2 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Larson Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 43 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $4.97K.
  • Larson Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 24 quarters.
  • Larson Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $57.6K in Q2 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.