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Synergy Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Synergy Asset 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
Q1 		– Sell
-3,270
Closed -$378K – 423
2024
Q4 		$378K Buy
+3,270
New +$382K 0.03% 165

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Financial Engines Advisors
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Envestnet Asset Management
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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

Synergy Asset Management's IEI Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 3,270 shares — an estimated $378K sold.

Synergy Asset Management first reported a position in IEI in Q4 2024 and held it in 1 quarter. The position peaked at $378K in Q4 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,270 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $378K.
  • Synergy Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $378K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.