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

Lindbrook Capital’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	$6.03K	Buy	+51	New	+$5.94K	﹤0.01%	1879

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lindbrook Capital's IEI Position: Q1 2025 in Review

Lindbrook Capital opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025: 51 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings.

773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Lindbrook Capital held 51 shares of iShares 3-7 Year Treasury Bond ETF worth $6.03K as of Q1 2025.
iShares 3-7 Year Treasury Bond ETF was a new Lindbrook Capital position in Q1 2025.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1879 holding.
773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.