NewSquare Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

NewSquare Capital’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	–	Sell	-66	Closed	-$7.86K	–	673
2025 Q2	$7.86K	Hold	66	–	–	﹤0.01%	708
2025 Q1	$7.8K	Buy	+66	New	+$7.69K	﹤0.01%	599
2023 Q1	–	Sell	-16	Closed	-$1.84K	–	921
2022 Q4	$1.84K	Hold	16	–	–	﹤0.01%	494
2022 Q3	$2K	Sell	16 -7	-30%	-$829	﹤0.01%	352
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	307
2022 Q1	$3K	Buy	23 +16	+229%	+$2.01K	﹤0.01%	326
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	356
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	346
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	337
2021 Q1	$1K	Sell	7 -15	-68%	-$1.97K	﹤0.01%	316
2020 Q4	$3K	Sell	22 -16,910	-100%	-$2.25M	﹤0.01%	308
2020 Q3	$2.26M	Buy	16,932 +1,865	+12%	+$249K	0.36%	73
2020 Q2	$2.01M	Buy	+15,067	New	+$2.01M	0.34%	63
2014 Q2	–	Sell	-213	Closed	-$26K	–	288
2014 Q1	$26K	Buy	+213	New	+$25.8K	0.01%	166

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

NewSquare Capital's IEI Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 66 shares — an estimated $7.86K sold.

NewSquare Capital first reported a position in IEI in Q1 2014 and held it in 14 quarters. The position peaked at $2.26M in Q3 2020. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

NewSquare Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 66 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.86K.
NewSquare Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and held it in 14 quarters.
NewSquare Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $2.26M in Q3 2020.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.