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

Sax Wealth 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
Q3 		– Sell
-1,725
Closed -$205K – 446
2025
Q2 		$205K Buy
+1,725
New +$203K 0.01% 407

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sax Wealth Advisors's IEI Position: Q3 2025 in Review

Sax Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,725 shares — an estimated $205K sold.

Sax Wealth Advisors first reported a position in IEI in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Sax Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,725 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $205K.
  • Sax Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $205K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.