AE Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.9M | Buy |
192,693
+6,145
| +3% | +$733K | 0.12% | 179 |
|
|
2025
Q4 | $22.3M | Buy |
186,548
+12,018
| +7% | +$1.44M | 0.13% | 173 |
|
|
2025
Q3 | $20.9M | Buy |
174,530
+20,353
| +13% | +$2.42M | 0.13% | 173 |
|
|
2025
Q2 | $18.4M | Sell |
154,177
-15,594
| -9% | -$1.84M | 0.13% | 173 |
|
|
2025
Q1 | $20.1M | Buy |
169,771
+15,694
| +10% | +$1.83M | 0.17% | 148 |
|
|
2024
Q4 | $17.8M | Sell |
154,077
-31,977
| -17% | -$3.73M | 0.15% | 158 |
|
|
2024
Q3 | $22.3M | Sell |
186,054
-46,524
| -20% | -$5.5M | 0.2% | 118 |
|
|
2024
Q2 | $26.9M | Buy |
232,578
+43,727
| +23% | +$5.01M | 0.27% | 88 |
|
|
2024
Q1 | $21.9M | Sell |
188,851
-153,637
| -45% | -$17.8M | 0.25% | 103 |
|
|
2023
Q4 | $39.9M | Sell |
342,488
-11,194
| -3% | -$1.28M | 0.2% | 105 |
|
|
2023
Q3 | $40M | Sell |
353,682
-21,703
| -6% | -$2.48M | 0.24% | 83 |
|
|
2023
Q2 | $43.3M | Sell |
375,385
-109,171
| -23% | -$12.8M | 0.26% | 73 |
|
|
2023
Q1 | $57M | Buy |
484,556
+170,756
| +54% | +$19.8M | 0.37% | 39 |
|
|
2022
Q4 | $36.1M | Buy |
313,800
+8,277
| +3% | +$949K | 0.26% | 77 |
|
|
2022
Q3 | $34.9M | Sell |
305,523
-32,757
| -10% | -$3.88M | 0.28% | 73 |
|
|
2022
Q2 | $40.4M | Sell |
338,280
-26,237
| -7% | -$3.14M | 0.32% | 66 |
|
|
2022
Q1 | $44.5M | Buy |
364,517
+14,886
| +4% | +$1.87M | 0.31% | 68 |
|
|
2021
Q4 | $45M | Buy |
349,631
+13,016
| +4% | +$1.68M | 0.31% | 66 |
|
|
2021
Q3 | $43.8M | Buy |
336,615
+26,716
| +9% | +$3.5M | 0.36% | 56 |
|
|
2021
Q2 | $40.5M | Buy |
309,899
+69,803
| +29% | +$9.11M | 0.35% | 64 |
|
|
2021
Q1 | $31.2M | Buy |
240,096
+111,792
| +87% | +$14.7M | 0.31% | 71 |
|
|
2020
Q4 | $17.1M | Sell |
128,304
-52,646
| -29% | -$7M | 0.19% | 124 |
|
|
2020
Q3 | $24.2M | Sell |
180,950
-2,580
| -1% | -$345K | 0.35% | 61 |
|
|
2020
Q2 | $24.5M | Buy |
183,530
+108,316
| +144% | +$14.4M | 0.38% | 52 |
|
|
2020
Q1 | $10M | Buy |
75,214
+57,038
| +314% | +$7.35M | 0.23% | 88 |
|
|
2019
Q4 | $2.29M | Sell |
18,176
-31,922
| -64% | -$4.03M | 0.05% | 314 |
|
|
2019
Q3 | $6.35M | Buy |
50,098
+47,013
| +1,524% | +$5.94M | 0.18% | 104 |
|
|
2019
Q2 | $388K | Buy |
3,085
+1,169
| +61% | +$145K | 0.01% | 658 |
|
|
2019
Q1 | $236K | Sell |
1,916
-183
| -9% | -$22.3K | 0.02% | 550 |
|
|
2018
Q4 | $255K | Sell |
2,099
-90
| -4% | -$10.7K | 0.04% | 390 |
|
|
2018
Q3 | $261K | Buy |
+2,189
| New | +$262K | 0.01% | 483 |
|
|
2018
Q1 | – | Sell |
-2,598
| Closed | -$317K | – | 461 |
|
|
2017
Q4 | $317K | Buy |
2,598
+675
| +35% | +$82.9K | 0.03% | 305 |
|
|
2017
Q3 | $237K | Sell |
1,923
-36
| -2% | -$4.46K | 0.02% | 353 |
|
|
2017
Q2 | $242K | Buy |
+1,959
| New | +$242K | 0.03% | 327 |
|
Other funds holding IEI
AE Wealth Management's IEI Position: Q1 2026 in Review
AE Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.3% in Q1 2026, buying an estimated $733K and bringing the position to 192,693 shares worth $22.9M. The position accounts for 0.12% of the portfolio, ranked #179.
AE Wealth Management first reported a position in IEI in Q2 2017 and has held it in 34 quarters since. The position peaked at $57M in Q1 2023. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.
- AE Wealth Management held 192,693 shares of iShares 3-7 Year Treasury Bond ETF worth $22.9M as of Q1 2026.
- AE Wealth Management bought 6,145 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $733K.
- iShares 3-7 Year Treasury Bond ETF made up 0.12% of AE Wealth Management's portfolio in Q1 2026, its #179 holding.
- AE Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and has held it in 34 quarters since.
- AE Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $57M in Q1 2023.
- 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.