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Salem Investment Counselors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Salem Investment Counselors’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
-156
Closed -$18K – 1239
2024
Q4 		$18K Hold
156
– – ﹤0.01% 737
2024
Q3 		$18.7K Sell
156
-75
-32% -$8.86K ﹤0.01% 743
2024
Q2 		$26.7K Sell
231
-72
-24% -$8.25K ﹤0.01% 679
2024
Q1 		$35.1K Buy
303
+147
+94% +$17.1K ﹤0.01% 627
2023
Q4 		$18.3K Hold
156
– – ﹤0.01% 711
2023
Q3 		$17.7K Hold
156
– – ﹤0.01% 688
2023
Q2 		$18K Buy
+156
New +$18.3K ﹤0.01% 715
2022
Q1 		– Sell
-34
Closed -$4K – 1047
2021
Q4 		$4K Buy
+34
New +$4.39K ﹤0.01% 949
2021
Q3 		– Sell
-175
Closed -$23K – 985
2021
Q2 		$23K Sell
175
-14
-7% -$1.83K ﹤0.01% 591
2021
Q1 		$25K Hold
189
– – ﹤0.01% 561
2020
Q4 		$25K Buy
189
+14
+8% +$1.86K ﹤0.01% 543
2020
Q3 		$23K Hold
175
– – ﹤0.01% 478
2020
Q2 		$23K Hold
175
– – ﹤0.01% 472
2020
Q1 		$23K Hold
175
– – ﹤0.01% 426
2019
Q4 		$22K Hold
175
– – ﹤0.01% 474
2019
Q3 		$22K Hold
175
– – ﹤0.01% 454
2019
Q2 		$22K Buy
+175
New +$21.6K ﹤0.01% 468

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Salem Investment Counselors's IEI Position: Q1 2025 in Review

Salem Investment Counselors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 156 shares — an estimated $18K sold.

Salem Investment Counselors first reported a position in IEI in Q2 2019 and held it in 17 quarters. The position peaked at $35.1K in Q1 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Salem Investment Counselors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 156 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $18K.
  • Salem Investment Counselors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and held it in 17 quarters.
  • Salem Investment Counselors's iShares 3-7 Year Treasury Bond ETF position peaked at $35.1K in Q1 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.