iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Stock Holdings Lifted by Core Wealth Partners LLC

Posted by Jared Coughlin on Mar 26th, 2025

Core Wealth Partners LLC raised its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 100.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,800 shares of the company’s stock after purchasing an additional 2,409 shares during the period. Core Wealth Partners LLC’s holdings in iShares 3-7 Year Treasury Bond ETF were worth $555,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Captrust Financial Advisors raised its position in iShares 3-7 Year Treasury Bond ETF by 17,868.4% during the third quarter. Captrust Financial Advisors now owns 2,647,641 shares of the company’s stock valued at $316,671,000 after acquiring an additional 2,632,906 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of iShares 3-7 Year Treasury Bond ETF during the 4th quarter valued at $165,416,000. National Bank of Canada FI lifted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 2,099.1% in the 3rd quarter. National Bank of Canada FI now owns 468,420 shares of the company’s stock valued at $56,025,000 after purchasing an additional 447,119 shares during the last quarter. Tanglewood Wealth Management Inc. boosted its holdings in iShares 3-7 Year Treasury Bond ETF by 32.8% in the fourth quarter. Tanglewood Wealth Management Inc. now owns 1,454,378 shares of the company’s stock worth $168,053,000 after purchasing an additional 359,189 shares in the last quarter. Finally, Silicon Valley Capital Partners increased its position in iShares 3-7 Year Treasury Bond ETF by 259,380.9% during the fourth quarter. Silicon Valley Capital Partners now owns 285,429 shares of the company’s stock worth $32,981,000 after buying an additional 285,319 shares during the last quarter.

iShares 3-7 Year Treasury Bond ETF Stock Up 0.1 %

Shares of NASDAQ:IEI opened at $117.49 on Wednesday. The business has a 50-day moving average of $116.48 and a two-hundred day moving average of $116.91. iShares 3-7 Year Treasury Bond ETF has a fifty-two week low of $113.16 and a fifty-two week high of $120.33.

iShares 3-7 Year Treasury Bond ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were given a dividend of $0.3038 per share. The ex-dividend date of this dividend was Monday, March 3rd.

iShares 3-7 Year Treasury Bond ETF Profile

(Free Report)

iShares 3-7 Year Treasury Bond ETF (the Fund), formerly iShares Barclays 3-7 Year Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index (the Index).