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Park Square Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Park Square Financial Group’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
Q4 		– Sell
-79
Closed -$9.44K – 274
2025
Q3 		$9.44K Buy
79
+51
+182% +$6.07K 0.04% 165
2025
Q2 		$3.33K Sell
28
-72
-72% -$8.49K ﹤0.01% 800
2025
Q1 		$11.8K Hold
100
– – 0.01% 555
2024
Q4 		$11.6K Buy
+100
New +$11.7K 0.01% 559

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Park Square Financial Group's IEI Position: Q4 2025 in Review

Park Square Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 79 shares — an estimated $9.44K sold.

Park Square Financial Group first reported a position in IEI in Q4 2024 and held it in 4 quarters. The position peaked at $11.8K in Q1 2025. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Park Square Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Park Square Financial Group sold 79 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $9.44K.
  • Park Square Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $11.8K in Q1 2025.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Park Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.