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Mason & Associates (California)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mason & Associates (California)’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 		– Sell
-147,170
Closed -$17M – 117
2024
Q4 		$17M Buy
147,170
+35,483
+32% +$4.14M 4% 6
2024
Q3 		$13.4M Buy
111,687
+42,994
+63% +$5.08M 3.33% 8
2024
Q2 		$7.93M Buy
68,693
+7,053
+11% +$808K 2.11% 11
2024
Q1 		$7.14M Buy
+61,640
New +$7.15M 1.9% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mason & Associates (California)'s IEI Position: Q1 2025 in Review

Mason & Associates (California) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 147,170 shares — an estimated $17M sold.

Mason & Associates (California) first reported a position in IEI in Q1 2024 and held it in 4 quarters. The position peaked at $17M in Q4 2024. 773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Mason & Associates (California) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mason & Associates (California) sold 147,170 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $17M.
  • Mason & Associates (California) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • Mason & Associates (California)'s iShares 3-7 Year Treasury Bond ETF position peaked at $17M in Q4 2024.
  • 773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Mason & Associates (California)'s 13F filing for Q1 2025, filed 17 Apr 2025.