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SFG Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SFG Wealth Management’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
Q4 		– Sell
-14,346
Closed -$1.71M – 136
2025
Q3 		$1.71M Sell
14,346
-3,400
-19% -$404K 0.74% 28
2025
Q2 		$2.11M Buy
+17,746
New +$2.09M 1.28% 18

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

SFG Wealth Management's IEI Position: Q4 2025 in Review

SFG Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 14,346 shares — an estimated $1.71M sold.

SFG Wealth Management first reported a position in IEI in Q2 2025 and held it in 2 quarters. The position peaked at $2.11M in Q2 2025. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • SFG Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 14,346 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.71M.
  • SFG Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • SFG Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.11M in Q2 2025.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.