ABLE Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

ABLE Financial Group’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	$905K	Sell	7,632 -350	-4%	-$41.7K	0.18%	93
2025 Q4	$953K	Buy	7,982 +317	+4%	+$37.9K	0.19%	85
2025 Q3	$916K	Buy	7,665 +432	+6%	+$51.4K	0.2%	83
2025 Q2	$861K	Hold	7,233	–	–	0.21%	85
2025 Q1	$854K	Sell	7,233 -1	-0%	-$116	0.24%	76
2024 Q4	$836K	Hold	7,234	–	–	0.25%	76
2024 Q3	$865K	Buy	+7,234	New	+$855K	0.27%	67

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ABLE Financial Group's IEI Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.4% in Q1 2026, selling an estimated $41.7K and leaving 7,632 shares worth $905K. The position accounts for 0.18% of the portfolio, ranked #93.

ABLE Financial Group first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $953K in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

ABLE Financial Group held 7,632 shares of iShares 3-7 Year Treasury Bond ETF worth $905K as of Q1 2026.
ABLE Financial Group sold 350 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $41.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.18% of ABLE Financial Group's portfolio in Q1 2026, its #93 holding.
ABLE Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
ABLE Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $953K in Q4 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.