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

Analyst IMS Investment Management Services’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	$969K	Buy	+8,251	New	+$971K	0.02%	101
2018 Q4	–	Sell	-140	Closed	-$17K	–	130
2018 Q3	$17K	Sell	140 -1,751	-93%	-$209K	﹤0.01%	147
2018 Q2	$227K	Buy	1,891 +87	+5%	+$10.4K	0.07%	96
2018 Q1	$218K	Buy	+1,804	New	+$218K	0.07%	101
2016 Q1	–	Sell	-1,827	Closed	-$224K	–	101
2015 Q4	$224K	Sell	1,827 -1,559	-46%	-$193K	0.09%	93
2015 Q3	$423K	Sell	3,386 -1,754	-34%	-$217K	0.18%	76
2015 Q2	$632K	Buy	+5,140	New	+$634K	0.25%	69

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

Analyst IMS Investment Management Services's IEI Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 8,251 shares worth $969K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in IEI as recently as Q3 2018.

Analyst IMS Investment Management Services first reported a position in IEI in Q2 2015 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Analyst IMS Investment Management Services held 8,251 shares of iShares 3-7 Year Treasury Bond ETF worth $969K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #101 holding.
Analyst IMS Investment Management Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.