TownSquare Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TownSquare Capital’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 Q2	–	Sell	-27,826	Closed	-$3.29M	–	1075
2025 Q1	$3.29M	Buy	27,826 +21,234	+322%	+$2.47M	0.04%	444
2024 Q4	$762K	Buy	6,592 +514	+8%	+$60K	0.01%	865
2024 Q3	$727K	Buy	6,078 +3,113	+105%	+$368K	0.01%	820
2024 Q2	$342K	Buy	2,965 +256	+9%	+$29.3K	﹤0.01%	1019
2024 Q1	$314K	Buy	2,709 +306	+13%	+$35.5K	﹤0.01%	988
2023 Q4	$281K	Buy	+2,403	New	+$274K	﹤0.01%	941
2022 Q1	–	Sell	-1,607	Closed	-$207K	–	740
2021 Q4	$207K	Hold	1,607	–	–	0.01%	677
2021 Q3	$209K	Hold	1,607	–	–	0.01%	660
2021 Q2	$210K	Hold	1,607	–	–	0.01%	576
2021 Q1	$209K	Buy	+1,607	New	+$211K	0.01%	535
2020 Q4	–	Sell	-34,684	Closed	-$4.62M	–	504
2020 Q3	$4.62M	Sell	34,684 -754	-2%	-$101K	0.27%	77
2020 Q2	$4.74M	Buy	+35,438	New	+$4.72M	0.32%	62

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TownSquare Capital's IEI Position: Q2 2025 in Review

TownSquare Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 27,826 shares — an estimated $3.29M sold.

TownSquare Capital first reported a position in IEI in Q2 2020 and held it in 12 quarters. The position peaked at $4.74M in Q2 2020. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

TownSquare Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 27,826 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.29M.
TownSquare Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 12 quarters.
TownSquare Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $4.74M in Q2 2020.
771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.