Venture Visionary Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Venture Visionary Partners’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	-1,773	Closed	-$211K	–	657
2025 Q2	$211K	Buy	+1,773	New	+$209K	0.01%	562
2022 Q3	–	Sell	-160	Closed	-$19.2K	–	968
2022 Q2	$19.2K	Buy	+160	New	+$19.1K	﹤0.01%	1035
2021 Q2	–	Sell	-1,655	Closed	-$215K	–	509
2021 Q1	$215K	Sell	1,655 -54	-3%	-$7.1K	0.02%	429
2020 Q4	$227K	Buy	+1,709	New	+$227K	0.03%	353

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 22.9% 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

Venture Visionary Partners's IEI Position: Q3 2025 in Review

Venture Visionary Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2025, closing a stake of 1,773 shares — an estimated $211K sold.

Venture Visionary Partners first reported a position in IEI in Q4 2020 and held it in 4 quarters. The position peaked at $227K in Q4 2020. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Venture Visionary Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Venture Visionary Partners sold 1,773 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $211K.
Venture Visionary Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Venture Visionary Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $227K in Q4 2020.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

Based on Venture Visionary Partners's 13F filing for Q3 2025, filed 6 Oct 2025.