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W.H. Cornerstone Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

W.H. Cornerstone Investments’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 		– Sell
-2,213
Closed -$256K – 121
2024
Q4 		$256K Buy
+2,213
New +$258K 0.17% 105

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CAPTRUST Financial Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

W.H. Cornerstone Investments's IEI Position: Q1 2025 in Review

W.H. Cornerstone Investments sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 2,213 shares — an estimated $256K sold.

W.H. Cornerstone Investments first reported a position in IEI in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • W.H. Cornerstone Investments reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,213 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $256K.
  • W.H. Cornerstone Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • W.H. Cornerstone Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $256K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2025, filed 9 May 2025.