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PrairieView Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

PrairieView 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 		$450K Buy
3,779
+170
+5% +$20.1K 0.04% 94
2025
Q1 		$426K Buy
3,609
+137
+4% +$16K 0.04% 95
2024
Q4 		$401K Sell
3,472
-650
-16% -$75.9K 0.04% 95
2024
Q3 		$493K Buy
4,122
+250
+6% +$29.5K 0.05% 90
2024
Q2 		$447K Buy
3,872
+44
+1% +$5.04K 0.05% 97
2024
Q1 		$444K Sell
3,828
-145
-4% -$16.8K 0.05% 84
2023
Q4 		$465K Buy
3,973
+3,168
+394% +$362K 0.06% 82
2023
Q3 		$91K Sell
805
-79
-9% -$9.03K 0.01% 136
2023
Q2 		$101K Sell
884
-2,177
-71% -$255K 0.01% 151
2023
Q1 		$360K Buy
3,061
+890
+41% +$103K 0.05% 84
2022
Q4 		$249K Buy
2,171
+492
+29% +$56.4K 0.04% 98
2022
Q3 		$192K Sell
1,679
-1,441
-46% -$171K 0.03% 103
2022
Q2 		$372K Buy
3,120
+1,630
+109% +$195K 0.06% 82
2022
Q1 		$182K Buy
+1,490
New +$187K 0.03% 112

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 22.96% 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

PrairieView Partners's IEI Position: Q2 2025 in Review

PrairieView Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.7% in Q2 2025, buying an estimated $20.1K and bringing the position to 3,779 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #94.

PrairieView Partners first reported a position in IEI in Q1 2022 and has held it in 14 quarters since. The position peaked at $493K in Q3 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • PrairieView Partners held 3,779 shares of iShares 3-7 Year Treasury Bond ETF worth $450K as of Q2 2025.
  • PrairieView Partners bought 170 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $20.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of PrairieView Partners's portfolio in Q2 2025, its #94 holding.
  • PrairieView Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • PrairieView Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $493K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.