BOLTON SECURITIES CORPORATION’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$4.57M	Buy	+38,653	New	+$4.5M	0.27%	95

Other funds holding IEI

JP Morgan Chase New York $1.84T AUM 33.86% 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 17.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $39.3B AUM 31.81% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's IEI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025: 38,653 shares worth $4.57M. The stake represents 0.27% of the portfolio and ranks #95 among its holdings.

778 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 38,653 shares of iShares 3-7 Year Treasury Bond ETF worth $4.57M as of Q1 2025.
iShares 3-7 Year Treasury Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares 3-7 Year Treasury Bond ETF made up 0.27% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #95 holding.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.