OHWP
IEI icon

Oak Harbor Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-640
Closed -$75.6K – 257
2025
Q1 		$75.6K Hold
640
– – 0.02% 212
2024
Q4 		$74K Hold
640
– – 0.02% 188
2024
Q3 		$76.5K Hold
640
– – 0.02% 182
2024
Q2 		$73.9K Sell
640
-328
-34% -$37.6K 0.02% 180
2024
Q1 		$112K Buy
968
+538
+125% +$62.4K 0.03% 179
2023
Q4 		$50.4K Buy
+430
New +$49.1K 0.02% 190

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 22.9% 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

Oak Harbor Wealth Partners's IEI Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 640 shares — an estimated $75.6K sold.

Oak Harbor Wealth Partners first reported a position in IEI in Q4 2023 and held it in 6 quarters. The position peaked at $112K in Q1 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 640 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $75.6K.
  • Oak Harbor Wealth Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Oak Harbor Wealth Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $112K in Q1 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.