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

Wayfinding Financial’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
Q2 		– Sell
-857
Closed -$101K – 411
2025
Q1 		$101K Buy
+857
New +$99.8K 0.04% 228
2024
Q1 		– Sell
-1,917
Closed -$224K – 128
2023
Q4 		$224K Sell
1,917
-640
-25% -$73K 0.15% 99
2023
Q3 		$288K Buy
2,557
+229
+10% +$26.2K 0.22% 79
2023
Q2 		$267K Buy
2,328
+247
+12% +$28.9K 0.19% 88
2023
Q1 		$244K Buy
+2,081
New +$242K 0.19% 92

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Wayfinding Financial's IEI Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025, closing a stake of 857 shares — an estimated $101K sold.

Wayfinding Financial first reported a position in IEI in Q1 2023 and held it in 5 quarters. The position peaked at $288K in Q3 2023. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 857 iShares 3-7 Year Treasury Bond ETF shares in Q2 2025, an estimated $101K.
  • Wayfinding Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
  • Wayfinding Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $288K in Q3 2023.
  • 771 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.