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US Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

US Financial 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
Q1 		$6.99M Buy
59,139
+2,605
+5% +$303K 2.06% 17
2024
Q4 		$6.53M Sell
56,534
-129
-0.2% -$15.1K 2.01% 17
2024
Q3 		$6.78M Sell
56,663
-598
-1% -$70.7K 2.11% 17
2024
Q2 		$6.61M Buy
57,261
+6,890
+14% +$790K 2.22% 16
2024
Q1 		$5.83M Buy
50,371
+947
+2% +$110K 2.02% 16
2023
Q4 		$5.79M Buy
49,424
+1,021
+2% +$117K 2.16% 16
2023
Q3 		$5.48M Buy
+48,403
New +$5.53M 2.28% 16
2022
Q4 		– Sell
-75,379
Closed -$8.61M – 83
2022
Q3 		$8.61M Buy
75,379
+15,889
+27% +$1.88M 4.82% 5
2022
Q2 		$7.1M Sell
59,490
-1,472
-2% -$176K 3.99% 10
2022
Q1 		$7.44M Sell
60,962
-13,884
-19% -$1.74M 3.58% 11
2021
Q4 		$9.63M Buy
74,846
+322
+0.4% +$41.6K 4.39% 6
2021
Q3 		$9.7M Buy
74,524
+394
+0.5% +$51.7K 4.8% 6
2021
Q2 		$9.68M Sell
74,130
-18,395
-20% -$2.4M 4.72% 6
2021
Q1 		$12M Buy
92,525
+23,895
+35% +$3.14M 3.34% 8
2020
Q4 		$9.13M Buy
+68,630
New +$9.12M 2.75% 10

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

US Financial Advisors's IEI Position: Q1 2025 in Review

US Financial Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q1 2025, buying an estimated $303K and bringing the position to 59,139 shares worth $6.99M. The position accounts for 2.06% of the portfolio, ranked #17.

US Financial Advisors first reported a position in IEI in Q4 2020 and has held it in 15 quarters since. The position peaked at $12M in Q1 2021. 773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • US Financial Advisors held 59,139 shares of iShares 3-7 Year Treasury Bond ETF worth $6.99M as of Q1 2025.
  • US Financial Advisors bought 2,605 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $303K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.06% of US Financial Advisors's portfolio in Q1 2025, its #17 holding.
  • US Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • US Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $12M in Q1 2021.
  • 773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.