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Trivium Point Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Trivium Point Advisory’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
-2,072
Closed -$245K – 348
2025
Q1 		$245K Sell
2,072
-887
-30% -$103K 0.03% 305
2024
Q4 		$342K Sell
2,959
-231
-7% -$27K 0.04% 272
2024
Q3 		$370K Sell
3,190
-2,067
-39% -$244K 0.05% 252
2024
Q2 		$607K Buy
+5,257
New +$603K 0.09% 194

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 22.9% 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

Trivium Point Advisory's IEI Position: Q2 2025 in Review

Trivium Point Advisory sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 2,072 shares — an estimated $245K sold.

Trivium Point Advisory first reported a position in IEI in Q2 2024 and held it in 4 quarters. The position peaked at $607K in Q2 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Trivium Point Advisory reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 2,072 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $245K.
  • Trivium Point Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Trivium Point Advisory's iShares 3-7 Year Treasury Bond ETF position peaked at $607K in Q2 2024.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Trivium Point Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.