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AAFMAA Wealth Management & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

AAFMAA Wealth Management & Trust’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
2026
Q1 		– Sell
-3,948
Closed -$471K – 99
2025
Q4 		$471K Sell
3,948
-133,997
-97% -$16M 0.18% 77
2025
Q3 		$16.5M Buy
137,945
+3,853
+3% +$458K 6.54% 3
2025
Q2 		$16M Buy
+134,092
New +$15.8M 6.6% 3

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IEI Position: Q1 2026 in Review

AAFMAA Wealth Management & Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3,948 shares — an estimated $471K sold.

AAFMAA Wealth Management & Trust first reported a position in IEI in Q2 2025 and held it in 3 quarters. The position peaked at $16.5M in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • AAFMAA Wealth Management & Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 3,948 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $471K.
  • AAFMAA Wealth Management & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • AAFMAA Wealth Management & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $16.5M in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.