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Lord & Richards Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lord & Richards Wealth Management’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
-33
Closed -$3.9K – 98
2025
Q1 		$3.9K Buy
+33
New +$3.84K ﹤0.01% 128

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

Lord & Richards Wealth Management's IEI Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 33 shares — an estimated $3.9K sold.

Lord & Richards Wealth Management first reported a position in IEI in Q1 2025 and held it in 1 quarter. The position peaked at $3.9K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 33 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.9K.
  • Lord & Richards Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.9K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.