Ridgewood Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ridgewood Investments’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	-1,336	Closed	-$159K	–	425
2025 Q2	$159K	Sell	1,336 -161	-11%	-$19K	0.07%	209
2025 Q1	$177K	Hold	1,497	–	–	0.08%	192
2024 Q4	$173K	Hold	1,497	–	–	0.08%	183
2024 Q3	$179K	Buy	1,497 +275	+23%	+$32.5K	0.09%	182
2024 Q2	$141K	Buy	+1,222	New	+$140K	0.07%	210
2023 Q3	–	Sell	-850	Closed	-$98K	–	452
2023 Q2	$98K	Sell	850 -215	-20%	-$25.2K	0.06%	242
2023 Q1	$125K	Buy	+1,065	New	+$124K	0.08%	231

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 22.9% 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

Ridgewood Investments's IEI Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,336 shares — an estimated $159K sold.

Ridgewood Investments first reported a position in IEI in Q1 2023 and held it in 7 quarters. The position peaked at $179K in Q3 2024. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Ridgewood Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,336 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $159K.
Ridgewood Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $179K in Q3 2024.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.