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

MAS 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	$3.58M	Sell	29,925 -7,820	-21%	-$930K	5.66%	3
2025 Q2	$4.5M	Sell	37,745 -9,814	-21%	-$1.16M	7.35%	2
2025 Q1	$5.62M	Buy	47,559 +11,401	+32%	+$1.33M	8.64%	3
2024 Q4	$4.18M	Buy	36,158 +29,636	+454%	+$3.46M	7.01%	3
2024 Q3	$780K	Hold	6,522	–	–	1.66%	18
2024 Q2	$753K	Buy	6,522 +175	+3%	+$20.1K	1.79%	18
2024 Q1	$735K	Buy	6,347 +1,902	+43%	+$221K	0.85%	30
2023 Q4	$521K	Buy	+4,445	New	+$507K	0.67%	32

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MAS Advisors's IEI Position: Q3 2025 in Review

MAS Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q3 2025, selling an estimated $930K and leaving 29,925 shares worth $3.58M. The position accounts for 5.66% of the portfolio, ranked #3.

MAS Advisors first reported a position in IEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.62M in Q1 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

MAS Advisors held 29,925 shares of iShares 3-7 Year Treasury Bond ETF worth $3.58M as of Q3 2025.
MAS Advisors sold 7,820 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $930K.
iShares 3-7 Year Treasury Bond ETF made up 5.66% of MAS Advisors's portfolio in Q3 2025, its #3 holding.
MAS Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
MAS Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.62M in Q1 2025.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.