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

Ancora 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 		$104K Sell
888
-441
-33% -$51.9K ﹤0.01% 889
2026
Q1 		$158K Buy
1,329
+1,069
+411% +$128K ﹤0.01% 774
2025
Q4 		$31K Hold
260
– – ﹤0.01% 1334
2025
Q3 		$31.1K Buy
260
+85
+49% +$10.1K ﹤0.01% 1136
2025
Q2 		$20.8K Hold
175
– – ﹤0.01% 1218
2025
Q1 		$20.7K Hold
175
– – ﹤0.01% 1190
2024
Q4 		$20.2K Hold
175
– – ﹤0.01% 1202
2024
Q3 		$20.9K Sell
175
-250
-59% -$29.5K ﹤0.01% 1189
2024
Q2 		$49.1K Hold
425
– – ﹤0.01% 949
2024
Q1 		$49.2K Sell
425
-100
-19% -$11.6K ﹤0.01% 967
2023
Q4 		$61.5K Buy
525
+150
+40% +$17.1K ﹤0.01% 892
2023
Q3 		$42.4K Hold
375
– – ﹤0.01% 957
2023
Q2 		$43.2K Buy
375
+307
+451% +$36K ﹤0.01% 941
2023
Q1 		$8K Hold
68
– – ﹤0.01% 1325
2022
Q4 		$8K Hold
68
– – ﹤0.01% 1392
2022
Q3 		$8K Hold
68
– – ﹤0.01% 1535
2022
Q2 		$8K Hold
68
– – ﹤0.01% 1656
2022
Q1 		$8K Sell
68
-18
-21% -$2.26K ﹤0.01% 1800
2021
Q4 		$11K Buy
86
+18
+26% +$2.32K ﹤0.01% 1763
2021
Q3 		$9K Buy
+68
New +$8.92K ﹤0.01% 1725
2020
Q2 		– Sell
-159,530
Closed -$21.3M – 1380
2020
Q1 		$21.3M Sell
159,530
-260,000
-62% -$33.5M 0.98% 17
2019
Q4 		$52.8M Sell
419,530
-410
-0.1% -$51.8K 1.96% 2
2019
Q3 		$53.2M Hold
419,940
– – 2.32% 1
2019
Q2 		$52.8M Sell
419,940
-24,040
-5% -$2.97M 2.37% 1
2019
Q1 		$54.7M Buy
443,980
+189,631
+75% +$23.1M 2.48% 1
2018
Q4 		$30.9M Buy
254,349
+253,939
+61,936% +$30.3M 1.48% 2
2018
Q3 		$49K Buy
+410
New +$49K ﹤0.01% 897
2017
Q1 		– Sell
-18
Closed -$2K – 828
2016
Q4 		$2K Buy
+18
New +$2.23K ﹤0.01% 1180

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ancora Advisors's IEI Position: Q2 2026 in Review

Ancora Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 33% in Q2 2026, selling an estimated $51.9K and leaving 888 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Ancora Advisors first reported a position in IEI in Q4 2016 and has held it in 28 quarters since. The position peaked at $54.7M in Q1 2019. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Ancora Advisors held 888 shares of iShares 3-7 Year Treasury Bond ETF worth $104K as of Q2 2026.
  • Ancora Advisors sold 441 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.9K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #889 holding.
  • Ancora Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 28 quarters since.
  • Ancora Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $54.7M in Q1 2019.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.