Wedbush Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wedbush Securities’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	-1,967	Closed	-$227K	–	1143
2024 Q4	$227K	Sell	1,967 -646	-25%	-$75.4K	0.01%	966
2024 Q3	$313K	Buy	2,613 +70	+3%	+$8.27K	0.01%	788
2024 Q2	$294K	Buy	+2,543	New	+$291K	0.01%	867
2021 Q1	–	Sell	-6,576	Closed	-$874K	–	1083
2020 Q4	$874K	Sell	6,576 -5,732	-47%	-$762K	0.08%	276
2020 Q3	$1.64M	Buy	12,308 +2,866	+30%	+$383K	0.16%	133
2020 Q2	$1.26M	Buy	+9,442	New	+$1.26M	0.12%	173

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

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 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wedbush Securities's IEI Position: Q1 2025 in Review

Wedbush Securities sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 1,967 shares — an estimated $227K sold.

Wedbush Securities first reported a position in IEI in Q2 2020 and held it in 6 quarters. The position peaked at $1.64M in Q3 2020. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Wedbush Securities reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Wedbush Securities sold 1,967 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $227K.
Wedbush Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Wedbush Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $1.64M in Q3 2020.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.