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Trivant Custom Portfolio Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Trivant Custom Portfolio Group’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
-499
Closed -$58.9K – 147
2025
Q1 		$58.9K Buy
499
+397
+389% +$46.2K 0.03% 92
2024
Q4 		$11.8K Hold
102
– – 0.01% 145
2024
Q3 		$12.2K Hold
102
– – 0.01% 131
2024
Q2 		$11.8K Hold
102
– – 0.01% 150
2024
Q1 		$11.8K Hold
102
– – 0.01% 151
2023
Q4 		$11.9K Sell
102
-201
-66% -$22.9K 0.01% 166
2023
Q3 		$34.3K Sell
303
-29
-9% -$3.32K 0.03% 110
2023
Q2 		$38.3K Sell
332
-55
-14% -$6.44K 0.03% 122
2023
Q1 		$45.5K Buy
+387
New +$45K 0.03% 127

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Trivant Custom Portfolio Group's IEI Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 499 shares — an estimated $58.9K sold.

Trivant Custom Portfolio Group first reported a position in IEI in Q1 2023 and held it in 9 quarters. The position peaked at $58.9K in Q1 2025. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 499 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $58.9K.
  • Trivant Custom Portfolio Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's iShares 3-7 Year Treasury Bond ETF position peaked at $58.9K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.