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

My Legacy 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
Q2 		$259K Buy
2,193
+419
+24% +$49.4K 0.09% 187
2025
Q1 		$210K Sell
1,774
-1,135
-39% -$132K 0.08% 204
2024
Q4 		$336K Buy
2,909
+7
+0.2% +$817 0.13% 162
2024
Q3 		$347K Buy
2,902
+974
+51% +$115K 0.14% 162
2024
Q2 		$223K Buy
1,928
+9
+0.5% +$1.03K 0.07% 201
2024
Q1 		$222K Sell
1,919
-77
-4% -$8.94K 0.07% 206
2023
Q4 		$234K Buy
+1,996
New +$228K 0.08% 193

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

My Legacy Advisors's IEI Position: Q2 2025 in Review

My Legacy Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 24% in Q2 2025, buying an estimated $49.4K and bringing the position to 2,193 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #187.

My Legacy Advisors first reported a position in IEI in Q4 2023 and has held it in 7 quarters since. The position peaked at $347K in Q3 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • My Legacy Advisors held 2,193 shares of iShares 3-7 Year Treasury Bond ETF worth $259K as of Q2 2025.
  • My Legacy Advisors bought 419 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $49.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #187 holding.
  • My Legacy Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • My Legacy Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $347K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.