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Vertex Planning Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vertex Planning 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
Q4 		– Sell
-73,035
Closed -$8.73M – 152
2025
Q3 		$8.73M Buy
73,035
+3,490
+5% +$415K 1.67% 14
2025
Q2 		$8.28M Buy
69,545
+1,263
+2% +$149K 1.73% 15
2025
Q1 		$8.07M Buy
68,282
+4,016
+6% +$468K 1.76% 14
2024
Q4 		$7.43M Buy
+64,266
New +$7.5M 1.64% 15

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Vertex Planning Partners's IEI Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 73,035 shares — an estimated $8.73M sold.

Vertex Planning Partners first reported a position in IEI in Q4 2024 and held it in 4 quarters. The position peaked at $8.73M in Q3 2025. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 73,035 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $8.73M.
  • Vertex Planning Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
  • Vertex Planning Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $8.73M in Q3 2025.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.