Plante Moran Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Plante Moran Financial Advisors’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	-55	Closed	-$6.36K	–	872
2024 Q4	$6.36K	Hold	55	–	–	﹤0.01%	654
2024 Q3	$6.58K	Buy	+55	New	+$6.5K	﹤0.01%	650
2024 Q2	–	Sell	-290	Closed	-$33.6K	–	836
2024 Q1	$33.6K	Buy	+290	New	+$33.7K	﹤0.01%	417
2022 Q1	–	Sell	-9	Closed	-$1K	–	890
2021 Q4	$1K	Buy	+9	New	+$1.16K	﹤0.01%	962
2021 Q2	–	Sell	-182	Closed	-$24K	–	1009
2021 Q1	$24K	Buy	+182	New	+$23.9K	0.01%	513
2020 Q2	–	Sell	-8	Closed	-$1K	–	800
2020 Q1	$1K	Buy	+8	New	+$1.03K	﹤0.01%	693
2018 Q2	–	Sell	-30	Closed	-$4K	–	896
2018 Q1	$4K	Buy	+30	New	+$3.62K	﹤0.01%	756
2016 Q1	–	Sell	-149	Closed	-$18K	–	943
2015 Q4	$18K	Buy	+149	New	+$18.4K	0.01%	469

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

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 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Plante Moran Financial Advisors's IEI Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 55 shares — an estimated $6.36K sold.

Plante Moran Financial Advisors first reported a position in IEI in Q4 2015 and held it in 8 quarters. The position peaked at $33.6K in Q1 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 55 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $6.36K.
Plante Moran Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and held it in 8 quarters.
Plante Moran Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $33.6K in Q1 2024.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.