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

Siligmueller & Norvid 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
-8,050
Closed -$949K – 188
2025
Q2 		$949K Buy
+8,050
New +$950K 0.37% 46

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

Siligmueller & Norvid Wealth Advisors's IEI Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 8,050 shares — an estimated $949K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IEI in Q2 2025 and held it in 1 quarter. The position peaked at $949K in Q2 2025. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 8,050 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $949K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Siligmueller & Norvid Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $949K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.