Motiv8 Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Motiv8 Investments’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	-10,972	Closed	-$1.31M	–	951
2025 Q3	$1.31M	Buy	10,972 +2,595	+31%	+$309K	0.7%	62
2025 Q2	$998K	Sell	8,377 -678	-7%	-$80K	0.61%	66
2025 Q1	$1.07M	Sell	9,055 -1,403	-13%	-$163K	0.71%	51
2024 Q4	$1.21M	Sell	10,458 -1,267	-11%	-$148K	0.85%	37
2024 Q3	$1.4M	Sell	11,725 -944	-7%	-$112K	0.94%	24
2024 Q2	$1.46M	Buy	12,669 +137	+1%	+$15.7K	1.09%	26
2024 Q1	$1.45M	Buy	12,532 +3,411	+37%	+$396K	1.13%	23
2023 Q4	$1.07M	Buy	+9,121	New	+$1.04M	0.95%	25

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Motiv8 Investments's IEI Position: Q4 2025 in Review

Motiv8 Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 10,972 shares — an estimated $1.31M sold.

Motiv8 Investments first reported a position in IEI in Q4 2023 and held it in 8 quarters. The position peaked at $1.46M in Q2 2024. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Motiv8 Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Motiv8 Investments sold 10,972 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.31M.
Motiv8 Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Motiv8 Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $1.46M in Q2 2024.
848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.