TRUE Private Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TRUE Private Wealth 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 Q3	–	Sell	-2,517	Closed	-$300K	–	267
2025 Q2	$300K	Sell	2,517 -571	-18%	-$67.4K	0.03%	206
2025 Q1	$365K	Buy	3,088 +571	+23%	+$66.5K	0.04%	164
2024 Q4	$291K	Hold	2,517	–	–	0.04%	185
2024 Q3	$301K	Buy	+2,517	New	+$297K	0.04%	170
2018 Q4	–	Sell	-7,735	Closed	-$921K	–	558
2018 Q3	$921K	Buy	7,735 +1,702	+28%	+$204K	0.13%	105
2018 Q2	$723K	Buy	+6,033	New	+$722K	0.11%	118

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRUE Private Wealth Advisors's IEI Position: Q3 2025 in Review

TRUE Private Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 2,517 shares — an estimated $300K sold.

TRUE Private Wealth Advisors first reported a position in IEI in Q2 2018 and held it in 6 quarters. The position peaked at $921K in Q3 2018. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

TRUE Private Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,517 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $300K.
TRUE Private Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 6 quarters.
TRUE Private Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $921K in Q3 2018.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.