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

AlphaCore Capital’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	$106K	Buy	900 +628	+231%	+$73.9K	﹤0.01%	1205
2026 Q1	$32.3K	Hold	272	–	–	﹤0.01%	1044
2025 Q4	$32.5K	Hold	272	–	–	﹤0.01%	1216
2025 Q3	$32.5K	Buy	272 +251	+1,195%	+$29.9K	﹤0.01%	915
2025 Q2	$2.5K	Hold	21	–	–	﹤0.01%	1032
2025 Q1	$2.48K	Buy	+21	New	+$2.44K	﹤0.01%	735
2024 Q1	–	Sell	-155	Closed	-$18.2K	–	248
2023 Q4	$18.2K	Buy	155 +45	+41%	+$5.13K	﹤0.01%	316
2023 Q3	$12.4K	Buy	110 +85	+340%	+$9.72K	﹤0.01%	319
2023 Q2	$2.88K	Hold	25	–	–	﹤0.01%	329
2023 Q1	$2.94K	Hold	25	–	–	﹤0.01%	227
2022 Q4	$2.87K	Buy	+25	New	+$2.87K	﹤0.01%	163
2021 Q4	–	Sell	-26	Closed	-$3K	–	108
2021 Q3	$3K	Buy	+26	New	+$3.41K	﹤0.01%	124

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AlphaCore Capital's IEI Position: Q2 2026 in Review

AlphaCore Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 231% in Q2 2026, buying an estimated $73.9K and bringing the position to 900 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

AlphaCore Capital first reported a position in IEI in Q3 2021 and has held it in 12 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

AlphaCore Capital held 900 shares of iShares 3-7 Year Treasury Bond ETF worth $106K as of Q2 2026.
AlphaCore Capital bought 628 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $73.9K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1205 holding.
AlphaCore Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 12 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.