PSI Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

PSI 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 Q2	–	Sell	-223	Closed	-$26.3K	–	369
2025 Q1	$26.3K	Sell	223 -111	-33%	-$12.9K	0.01%	335
2024 Q4	$38.6K	Buy	334 +145	+77%	+$16.9K	0.01%	316
2024 Q3	$22.6K	Buy	189 +152	+411%	+$18K	0.01%	406
2024 Q2	$4.27K	Buy	37 +30	+429%	+$3.44K	﹤0.01%	658
2024 Q1	$811	Hold	7	–	–	﹤0.01%	712
2023 Q4	$820	Hold	7	–	–	﹤0.01%	775
2023 Q3	$792	Hold	7	–	–	﹤0.01%	752
2023 Q2	$807	Hold	7	–	–	﹤0.01%	744
2023 Q1	$824	Hold	7	–	–	﹤0.01%	687
2022 Q4	$804	Hold	7	–	–	﹤0.01%	683
2022 Q3	$1K	Buy	+7	New	+$829	﹤0.01%	692
2022 Q2	–	Sell	-7	Closed	-$1K	–	804
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	670
2021 Q4	$1K	Buy	+7	New	+$904	﹤0.01%	714

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

PSI Advisors's IEI Position: Q2 2025 in Review

PSI Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 223 shares — an estimated $26.3K sold.

PSI Advisors first reported a position in IEI in Q4 2021 and held it in 13 quarters. The position peaked at $38.6K in Q4 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

PSI Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 223 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $26.3K.
PSI Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 13 quarters.
PSI Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $38.6K in Q4 2024.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.