Optivise Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Optivise Advisory Services’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	-7,603	Closed	-$905K	–	217
2025 Q2	$905K	Hold	7,603	–	–	0.46%	59
2025 Q1	$898K	Hold	7,603	–	–	0.5%	48
2024 Q4	$879K	Hold	7,603	–	–	0.47%	62
2024 Q3	$909K	Sell	7,603 -309	-4%	-$36.5K	0.48%	56
2024 Q2	$914K	Buy	+7,912	New	+$907K	0.49%	56

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 22.96% 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

Optivise Advisory Services's IEI Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 7,603 shares — an estimated $905K sold.

Optivise Advisory Services first reported a position in IEI in Q2 2024 and held it in 5 quarters. The position peaked at $914K in Q2 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Optivise Advisory Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 7,603 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $905K.
Optivise Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares 3-7 Year Treasury Bond ETF position peaked at $914K in Q2 2024.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.