Advance Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Advance Capital 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 Q1	$207K	Sell	1,748 -736	-30%	-$87.8K	0.01%	167
2025 Q4	$296K	Buy	2,484 +73	+3%	+$8.74K	0.01%	133
2025 Q3	$288K	Hold	2,411	–	–	0.01%	138
2025 Q2	$287K	Hold	2,411	–	–	0.01%	133
2025 Q1	$285K	Buy	+2,411	New	+$281K	0.01%	122
2024 Q1	–	Sell	-3,602	Closed	-$422K	–	150
2023 Q4	$422K	Buy	3,602 +237	+7%	+$27K	0.03%	77
2023 Q3	$381K	Buy	3,365 +250	+8%	+$28.6K	0.04%	79
2023 Q2	$359K	Sell	3,115 -47	-1%	-$5.5K	0.04%	79
2023 Q1	$372K	Sell	3,162 -236	-7%	-$27.4K	0.07%	69
2022 Q4	$390K	Buy	+3,398	New	+$390K	0.05%	61

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 $58.2B AUM 22.78% 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

Advance Capital Management's IEI Position: Q1 2026 in Review

Advance Capital Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 30% in Q1 2026, selling an estimated $87.8K and leaving 1,748 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #167.

Advance Capital Management first reported a position in IEI in Q4 2022 and has held it in 10 quarters since. The position peaked at $422K in Q4 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Advance Capital Management held 1,748 shares of iShares 3-7 Year Treasury Bond ETF worth $207K as of Q1 2026.
Advance Capital Management sold 736 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $87.8K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #167 holding.
Advance Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Advance Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $422K in Q4 2023.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.