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Wolf Group Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Wolf Group Capital Advisors’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
-1,843
Closed -$213K – 174
2024
Q4 		$213K Hold
1,843
– – 0.1% 101
2024
Q3 		$213K Buy
+1,843
New +$218K 0.1% 102
2024
Q2 		– Sell
-1,843
Closed -$213K – 135
2024
Q1 		$213K Hold
1,843
– – 0.1% 102
2023
Q4 		$213K Buy
+1,843
New +$210K 0.1% 103
2023
Q3 		– Sell
-1,848
Closed -$216K – 109
2023
Q2 		$216K Sell
1,848
-735
-28% -$86.1K 0.11% 102
2023
Q1 		$304K Sell
2,583
-3,684
-59% -$428K 0.15% 96
2022
Q4 		$720K Sell
6,267
-38,748
-86% -$4.44M 0.34% 76
2022
Q3 		$5.14M Buy
45,015
+1,646
+4% +$195K 2.82% 6
2022
Q2 		$5.18M Sell
43,369
-19,135
-31% -$2.29M 2.69% 6
2022
Q1 		$7.63M Sell
62,504
-117,810
-65% -$14.8M 3.9% 3
2021
Q4 		$23.2M Buy
180,314
+122,625
+213% +$15.8M 3.79% 2
2021
Q3 		$7.51M Buy
57,689
+2,662
+5% +$349K 4.09% 3
2021
Q2 		$7.18M Buy
55,027
+3,182
+6% +$415K 3.85% 3
2021
Q1 		$6.73M Buy
51,845
+1,991
+4% +$262K 3.88% 3
2020
Q4 		$6.63M Buy
49,854
+1,791
+4% +$238K 4.1% 3
2020
Q3 		$6.42M Buy
48,063
+2,734
+6% +$365K 4.47% 3
2020
Q2 		$6.06M Buy
45,329
+845
+2% +$113K 4.52% 3
2020
Q1 		$5.93M Buy
44,484
+2,759
+7% +$356K 4.95% 2
2019
Q4 		$5.25M Buy
41,725
+3,114
+8% +$393K 3.45% 4
2019
Q3 		$4.9M Buy
38,611
+1,935
+5% +$245K 3.37% 5
2019
Q2 		$4.61M Buy
36,676
+1,810
+5% +$224K 3.19% 7
2019
Q1 		$4.29M Buy
34,866
+4,286
+14% +$522K 2.95% 8
2018
Q4 		$3.71M Buy
30,580
+11,013
+56% +$1.31M 2.76% 8
2018
Q3 		$2.33M Buy
+19,567
New +$2.34M 1.52% 25

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wolf Group Capital Advisors's IEI Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 1,843 shares — an estimated $213K sold.

Wolf Group Capital Advisors first reported a position in IEI in Q3 2018 and held it in 24 quarters. The position peaked at $23.2M in Q4 2021. 773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 1,843 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $213K.
  • Wolf Group Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and held it in 24 quarters.
  • Wolf Group Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $23.2M in Q4 2021.
  • 773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.