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

Modera 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
Q4 		– Sell
-1,873
Closed -$224K – 653
2025
Q3 		$224K Buy
1,873
+73
+4% +$8.68K ﹤0.01% 609
2025
Q2 		$214K Sell
1,800
-101
-5% -$11.9K ﹤0.01% 610
2025
Q1 		$225K Buy
1,901
+80
+4% +$9.32K ﹤0.01% 574
2024
Q4 		$210K Hold
1,821
– – ﹤0.01% 589
2024
Q3 		$218K Buy
+1,821
New +$215K ﹤0.01% 569

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Modera Wealth Management's IEI Position: Q4 2025 in Review

Modera Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 1,873 shares — an estimated $224K sold.

Modera Wealth Management first reported a position in IEI in Q3 2024 and held it in 5 quarters. The position peaked at $225K in Q1 2025. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Modera Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 1,873 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $224K.
  • Modera Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • Modera Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $225K in Q1 2025.
  • 848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.