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

Tucker 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 Q4	$3.22K	Hold	27	–	–	﹤0.01%	773
2025 Q3	$3.23K	Hold	27	–	–	﹤0.01%	283
2025 Q2	$3.21K	Hold	27	–	–	﹤0.01%	262
2025 Q1	$3.19K	Sell	27 -39	-59%	-$4.54K	﹤0.01%	271
2024 Q4	$7.63K	Sell	66 -128	-66%	-$14.9K	﹤0.01%	854
2024 Q3	$23.2K	Buy	194 +2	+1%	+$236	0.01%	493
2024 Q2	$22.2K	Buy	192 +165	+611%	+$18.9K	﹤0.01%	595
2024 Q1	$3.13K	Sell	27 -6	-18%	-$696	﹤0.01%	1216
2023 Q4	$3.87K	Buy	+33	New	+$3.77K	﹤0.01%	970
2023 Q3	–	Sell	-42	Closed	-$4.84K	–	1469
2023 Q2	$4.84K	Sell	42 -17	-29%	-$1.99K	﹤0.01%	688
2023 Q1	$6.94K	Buy	+59	New	+$6.86K	﹤0.01%	632
2022 Q2	–	Sell	-44	Closed	-$5.37K	–	673
2022 Q1	$5.37K	Buy	+44	New	+$5.52K	﹤0.01%	309

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Tucker Asset Management's IEI Position: Q4 2025 in Review

Tucker Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2025 at 27 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Tucker Asset Management first reported a position in IEI in Q1 2022 and has held it in 12 quarters since. The position peaked at $23.2K in Q3 2024. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Tucker Asset Management held 27 shares of iShares 3-7 Year Treasury Bond ETF worth $3.22K as of Q4 2025.
Tucker Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #773 holding.
Tucker Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
Tucker Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $23.2K in Q3 2024.
846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.