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Lauer Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lauer Wealth’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
-34,140
Closed -$4.07M – 61
2025
Q1 		$4.07M Buy
+34,140
New +$3.98M 3.13% 11
2024
Q4 		– Sell
-34,097
Closed -$3.99M – 41
2024
Q3 		$3.99M Buy
34,097
+12,407
+57% +$1.47M 3.08% 10
2024
Q2 		$2.52M Sell
21,690
-20,735
-49% -$2.38M 1.99% 10
2024
Q1 		$4.83M Sell
42,425
-6
-0% -$696 4.19% 9
2023
Q4 		$4.95M Sell
42,431
-1,301
-3% -$148K 4.58% 10
2023
Q3 		$4.93M Buy
43,732
+290
+0.7% +$33.2K 5.32% 8
2023
Q2 		$4.98M Sell
43,442
-11,728
-21% -$1.37M 5.15% 7
2023
Q1 		$6.47M Buy
+55,170
New +$6.41M 8.09% 4

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
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

Lauer Wealth's IEI Position: Q2 2025 in Review

Lauer Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 34,140 shares — an estimated $4.07M sold.

Lauer Wealth first reported a position in IEI in Q1 2023 and held it in 8 quarters. The position peaked at $6.47M in Q1 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Lauer Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lauer Wealth sold 34,140 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $4.07M.
  • Lauer Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
  • Lauer Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $6.47M in Q1 2023.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Lauer Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.