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

Sovran 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
Q4 		– Sell
-1,882
Closed -$225K – 568
2025
Q3 		$225K Sell
1,882
-99
-5% -$11.8K 0.02% 484
2025
Q2 		$234K Sell
1,981
-2,822
-59% -$333K 0.02% 451
2025
Q1 		$567K Buy
4,803
+35
+0.7% +$4.08K 0.07% 262
2024
Q4 		$547K Buy
+4,768
New +$557K 0.08% 244

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 22.96% 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 $1.89T 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

Sovran Advisors's IEI Position: Q4 2025 in Review

Sovran Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 1,882 shares — an estimated $225K sold.

Sovran Advisors first reported a position in IEI in Q4 2024 and held it in 4 quarters. The position peaked at $567K in Q1 2025. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Sovran Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sovran Advisors sold 1,882 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $225K.
  • Sovran Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
  • Sovran Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $567K in Q1 2025.
  • 848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Sovran Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.