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NFP Retirement Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

NFP Retirement Inc’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
-29,350
Closed -$3.39M – 286
2024
Q4 		$3.39M Sell
29,350
-1,474
-5% -$172K 0.27% 54
2024
Q3 		$3.69M Buy
30,824
+61
+0.2% +$7.21K 0.3% 51
2024
Q2 		$3.55M Buy
30,763
+6,167
+25% +$707K 0.3% 52
2024
Q1 		$2.85M Buy
+24,596
New +$2.85M 0.25% 61

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NFP Retirement Inc's IEI Position: Q1 2025 in Review

NFP Retirement Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 29,350 shares — an estimated $3.39M sold.

NFP Retirement Inc first reported a position in IEI in Q1 2024 and held it in 4 quarters. The position peaked at $3.69M in Q3 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • NFP Retirement Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 29,350 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $3.39M.
  • NFP Retirement Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • NFP Retirement Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $3.69M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on NFP Retirement Inc's 13F filing for Q1 2025, filed 13 May 2025.