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

Oarsman 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
-8,091
Closed -$964K – 258
2025
Q2 		$964K Sell
8,091
-2,123
-21% -$250K 0.15% 100
2025
Q1 		$1.21M Sell
10,214
-9,553
-48% -$1.11M 0.22% 87
2024
Q4 		$2.28M Sell
19,767
-2,833
-13% -$331K 0.4% 50
2024
Q3 		$2.7M Buy
22,600
+2,806
+14% +$332K 0.5% 39
2024
Q2 		$2.29M Sell
19,794
-7,274
-27% -$834K 0.5% 39
2024
Q1 		$3.13M Buy
27,068
+2,289
+9% +$266K 0.75% 31
2023
Q4 		$2.9M Buy
+24,779
New +$2.83M 0.77% 29
2017
Q4 		– Sell
-8,428
Closed -$1.04M – 191
2017
Q3 		$1.04M Sell
8,428
-564
-6% -$69.9K 0.44% 73
2017
Q2 		$1.11M Sell
8,992
-36
-0.4% -$4.46K 0.51% 67
2017
Q1 		$1.11M Buy
9,028
+3,089
+52% +$379K 0.52% 65
2016
Q4 		$728K Sell
5,939
-1,636
-22% -$203K 0.47% 71
2016
Q3 		$959K Sell
7,575
-65
-0.9% -$8.23K 0.49% 72
2016
Q2 		$973K Sell
7,640
-730
-9% -$91.9K 0.51% 70
2016
Q1 		$1.05M Sell
8,370
-1,626
-16% -$203K 0.56% 64
2015
Q4 		$1.23M Buy
9,996
+329
+3% +$40.6K 0.69% 53
2015
Q3 		$1.21M Buy
9,667
+3,305
+52% +$408K 0.71% 49
2015
Q2 		$782K Buy
6,362
+726
+13% +$89.6K 0.53% 66
2015
Q1 		$700K Buy
5,636
+591
+12% +$73K 0.48% 73
2014
Q4 		$617K Sell
5,045
-1,320
-21% -$162K 0.44% 77
2014
Q3 		$772K Buy
+6,365
New +$773K 0.57% 64

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oarsman Capital's IEI Position: Q3 2025 in Review

Oarsman Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 8,091 shares — an estimated $964K sold.

Oarsman Capital first reported a position in IEI in Q3 2014 and held it in 20 quarters. The position peaked at $3.13M in Q1 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Oarsman Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Oarsman Capital sold 8,091 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $964K.
  • Oarsman Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2014 and held it in 20 quarters.
  • Oarsman Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $3.13M in Q1 2024.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.