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Acropolis Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Acropolis Investment Management’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
Q2 		$5.12M Buy
43,597
+11,164
+34% +$1.31M 0.2% 48
2026
Q1 		$3.85M Buy
32,433
+172
+0.5% +$20.5K 0.17% 54
2025
Q4 		$3.85M Sell
32,261
-5,995
-16% -$717K 0.17% 56
2025
Q3 		$4.56M Buy
38,256
+1,615
+4% +$192K 0.23% 44
2025
Q2 		$4.36M Buy
36,641
+6,789
+23% +$801K 0.24% 41
2025
Q1 		$3.53M Sell
29,852
-1,781
-6% -$207K 0.21% 47
2024
Q4 		$3.66M Buy
31,633
+1,605
+5% +$187K 0.22% 45
2024
Q3 		$3.59M Sell
30,028
-1,276
-4% -$151K 0.21% 44
2024
Q2 		$3.61M Sell
31,304
-6,327
-17% -$725K 0.23% 43
2024
Q1 		$4.36M Sell
37,631
-1,798
-5% -$209K 0.29% 37
2023
Q4 		$4.62M Sell
39,429
-14,136
-26% -$1.61M 0.32% 36
2023
Q3 		$6.06M Sell
53,565
-35,819
-40% -$4.1M 0.47% 28
2023
Q2 		$10.3M Buy
89,384
+4,586
+5% +$537K 0.81% 22
2023
Q1 		$9.98M Sell
84,798
-1,264
-1% -$147K 0.82% 20
2022
Q4 		$9.89M Buy
86,062
+9,636
+13% +$1.1M 0.89% 17
2022
Q3 		$8.73M Sell
76,426
-45,982
-38% -$5.44M 0.89% 17
2022
Q2 		$14.6M Buy
122,408
+14,538
+13% +$1.74M 1.44% 13
2022
Q1 		$13.2M Buy
107,870
+42,393
+65% +$5.32M 1.2% 15
2021
Q4 		$8.43M Buy
65,477
+15,668
+31% +$2.02M 0.76% 17
2021
Q3 		$5.68M Buy
49,809
+3,708
+8% +$486K 0.68% 19
2021
Q2 		$6.02M Sell
46,101
-1,230
-3% -$161K 0.58% 20
2021
Q1 		$6.15M Buy
47,331
+36,768
+348% +$4.84M 0.63% 19
2020
Q4 		$1.41M Hold
10,563
– – 0.15% 61
2020
Q3 		$1.41M Hold
10,563
– – 0.17% 50
2020
Q2 		$1.41M Sell
10,563
-1,144
-10% -$152K 0.19% 48
2020
Q1 		$1.56M Sell
11,707
-469
-4% -$60.4K 0.24% 35
2019
Q4 		$1.53M Buy
12,176
+434
+4% +$54.8K 0.21% 45
2019
Q3 		$1.49M Buy
11,742
+265
+2% +$33.5K 0.21% 43
2019
Q2 		$1.44M Hold
11,477
– – 0.22% 45
2019
Q1 		$1.41M Sell
11,477
-95
-0.8% -$11.6K 0.22% 43
2018
Q4 		$1.41M Buy
11,572
+5,877
+103% +$701K 0.24% 40
2018
Q3 		$678K Sell
5,695
-1,905
-25% -$228K 0.11% 73
2018
Q2 		$912K Sell
7,600
-1,370
-15% -$164K 0.15% 60
2018
Q1 		$1.08M Buy
8,970
+4,360
+95% +$526K 0.18% 64
2017
Q4 		$563K Buy
4,610
+350
+8% +$43K 0.09% 83
2017
Q3 		$526K Sell
4,260
-525
-11% -$65.1K 0.09% 82
2017
Q2 		$591K Sell
4,785
-45
-0.9% -$5.57K 0.1% 81
2017
Q1 		$594K Sell
4,830
-3,075
-39% -$377K 0.1% 80
2016
Q4 		$968K Buy
7,905
+4,595
+139% +$570K 0.18% 66
2016
Q3 		$419K Hold
3,310
– – 0.08% 89
2016
Q2 		$422K Buy
3,310
+280
+9% +$35.3K 0.08% 93
2016
Q1 		$382K Sell
3,030
-100
-3% -$12.5K 0.07% 96
2015
Q4 		$384K Buy
3,130
+1,115
+55% +$138K 0.08% 92
2015
Q3 		$251K Buy
2,015
+525
+35% +$64.8K 0.05% 106
2015
Q2 		$183K Buy
1,490
+245
+20% +$30.2K 0.04% 115
2015
Q1 		$155K Hold
1,245
– – 0.03% 127
2014
Q4 		$152K Hold
1,245
– – 0.03% 128
2014
Q3 		$151K Buy
+1,245
New +$151K 0.03% 130
2013
Q4 		– Sell
-5,970
Closed -$724K – 123
2013
Q3 		$724K Buy
+5,970
New +$719K 0.15% 69

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acropolis Investment Management's IEI Position: Q2 2026 in Review

Acropolis Investment Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 34% in Q2 2026, buying an estimated $1.31M and bringing the position to 43,597 shares worth $5.12M. The position accounts for 0.2% of the portfolio, ranked #48.

Acropolis Investment Management first reported a position in IEI in Q3 2013 and has held it in 49 quarters since. The position peaked at $14.6M in Q2 2022. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Acropolis Investment Management held 43,597 shares of iShares 3-7 Year Treasury Bond ETF worth $5.12M as of Q2 2026.
  • Acropolis Investment Management bought 11,164 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.2% of Acropolis Investment Management's portfolio in Q2 2026, its #48 holding.
  • Acropolis Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 49 quarters since.
  • Acropolis Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $14.6M in Q2 2022.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.