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

Lowe Wealth Advisors’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
Q3 		$381K Buy
3,190
+76
+2% +$9.04K 0.14% 43
2025
Q2 		$371K Buy
3,114
+3,074
+7,685% +$363K 0.14% 42
2025
Q1 		$4.72K Buy
+40
New +$4.66K ﹤0.01% 289

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lowe Wealth Advisors's IEI Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.4% in Q3 2025, buying an estimated $9.04K and bringing the position to 3,190 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #43.

Lowe Wealth Advisors first reported a position in IEI in Q1 2025 and has held it in 3 quarters since. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Lowe Wealth Advisors held 3,190 shares of iShares 3-7 Year Treasury Bond ETF worth $381K as of Q3 2025.
  • Lowe Wealth Advisors bought 76 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $9.04K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.14% of Lowe Wealth Advisors's portfolio in Q3 2025, its #43 holding.
  • Lowe Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.