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

Anchor Investment 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 		$4.63K Buy
+39
New +$4.65K ﹤0.01% 906
2022
Q1 		– Sell
-54
Closed -$6.95K – 1024
2021
Q4 		$6.95K Buy
+54
New +$6.97K ﹤0.01% 831

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's IEI Position: Q1 2026 in Review

Anchor Investment Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 39 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in IEI as recently as Q4 2021.

Anchor Investment Management first reported a position in IEI in Q4 2021 and has held it in 2 quarters since. The position peaked at $6.95K in Q4 2021. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Anchor Investment Management held 39 shares of iShares 3-7 Year Treasury Bond ETF worth $4.63K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Anchor Investment Management position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #906 holding.
  • Anchor Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Anchor Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.95K in Q4 2021.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.