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

Anchor Capital Advisors’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	$29.6M	Buy	252,001 +25,256	+11%	+$2.97M	0.83%	55
2026 Q1	$26.9M	Buy	226,745 +33,462	+17%	+$3.99M	0.77%	53
2025 Q4	$23.1M	Sell	193,283 -3,328	-2%	-$398K	0.67%	56
2025 Q3	$23.5M	Sell	196,611 -4,110	-2%	-$489K	0.68%	55
2025 Q2	$23.9M	Sell	200,721 -6,128	-3%	-$723K	0.7%	56
2025 Q1	$24.4M	Buy	206,849 +665	+0.3%	+$77.4K	0.73%	56
2024 Q4	$23.8M	Buy	206,184 +8,405	+4%	+$981K	0.68%	58
2024 Q3	$23.7M	Sell	197,779 -4,783	-2%	-$565K	0.63%	61
2024 Q2	$23.4M	Sell	202,562 -80,545	-28%	-$9.23M	0.66%	55
2024 Q1	$32.8M	Sell	283,107 -84,931	-23%	-$9.86M	0.86%	51
2023 Q4	$43.1M	Sell	368,038 -29,307	-7%	-$3.34M	1.14%	34
2023 Q3	$45M	Sell	397,345 -30,659	-7%	-$3.51M	1.26%	29
2023 Q2	$49.3M	Buy	428,004 +45,830	+12%	+$5.37M	1.28%	35
2023 Q1	$45M	Buy	382,174 +95,405	+33%	+$11.1M	1.19%	37
2022 Q4	$32.9M	Sell	286,769 -3,827	-1%	-$439K	0.85%	45
2022 Q3	$33.2M	Buy	290,596 +60,105	+26%	+$7.11M	0.91%	42
2022 Q2	$27.5M	Buy	230,491 +3,497	+2%	+$418K	0.7%	51
2022 Q1	$27.7M	Sell	226,994 -2,423	-1%	-$304K	0.59%	59
2021 Q4	$29.5M	Buy	229,417 +35,585	+18%	+$4.59M	0.58%	64
2021 Q3	$25.2M	Sell	193,832 -4,211	-2%	-$552K	0.52%	71
2021 Q2	$25.9M	Buy	198,043 +606	+0.3%	+$79.1K	0.52%	71
2021 Q1	$25.6M	Buy	197,437 +74,222	+60%	+$9.76M	0.54%	69
2020 Q4	$16.4M	Buy	123,215 +45,600	+59%	+$6.06M	0.37%	92
2020 Q3	$10.4M	Buy	+77,615	New	+$10.4M	0.26%	106

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

Anchor Capital Advisors's IEI Position: Q2 2026 in Review

Anchor Capital Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q2 2026, buying an estimated $2.97M and bringing the position to 252,001 shares worth $29.6M. The position accounts for 0.83% of the portfolio, ranked #55.

Anchor Capital Advisors first reported a position in IEI in Q3 2020 and has held it in 24 quarters since. The position peaked at $49.3M in Q2 2023. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Anchor Capital Advisors held 252,001 shares of iShares 3-7 Year Treasury Bond ETF worth $29.6M as of Q2 2026.
Anchor Capital Advisors bought 25,256 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.97M.
iShares 3-7 Year Treasury Bond ETF made up 0.83% of Anchor Capital Advisors's portfolio in Q2 2026, its #55 holding.
Anchor Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Anchor Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $49.3M in Q2 2023.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.