Roble Belko & Company’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Roble Belko & Company’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	-1,294	Closed	-$154K	–	456
2025 Q2	$154K	Sell	1,294 -2,135	-62%	-$252K	0.02%	121
2025 Q1	$405K	Hold	3,429	–	–	0.06%	82
2024 Q4	$396K	Hold	3,429	–	–	0.06%	83
2024 Q3	$410K	Hold	3,429	–	–	0.06%	79
2024 Q2	$396K	Buy	3,429 +2,135	+165%	+$245K	0.07%	79
2024 Q1	$150K	Hold	1,294	–	–	0.03%	114
2023 Q4	$152K	Sell	1,294 -32,518	-96%	-$3.71M	0.03%	101
2023 Q3	$3.83M	Buy	33,812 +33,314	+6,690%	+$3.81M	0.78%	30
2023 Q2	$57K	Buy	498 +193	+63%	+$22.6K	0.01%	139
2023 Q1	$36K	Hold	305	–	–	0.01%	166
2022 Q4	$35K	Hold	305	–	–	0.01%	171
2022 Q3	$35K	Buy	+305	New	+$36.1K	0.01%	167
2020 Q1	–	Sell	-172	Closed	-$22K	–	334
2019 Q4	$22K	Hold	172	–	–	0.01%	206
2019 Q3	$22K	Hold	172	–	–	0.01%	193
2019 Q2	$22K	Buy	+172	New	+$21.3K	0.01%	193

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roble Belko & Company's IEI Position: Q3 2025 in Review

Roble Belko & Company sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,294 shares — an estimated $154K sold.

Roble Belko & Company first reported a position in IEI in Q2 2019 and held it in 15 quarters. The position peaked at $3.83M in Q3 2023. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Roble Belko & Company reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Roble Belko & Company sold 1,294 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $154K.
Roble Belko & Company first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 15 quarters.
Roble Belko & Company's iShares 3-7 Year Treasury Bond ETF position peaked at $3.83M in Q3 2023.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Roble Belko & Company's 13F filing for Q3 2025, filed 24 Oct 2025.