Ashton Thomas Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ashton Thomas Securities’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	–	Sell	-1,256	Closed	-$149K	–	427
2026 Q1	$149K	Buy	+1,256	New	+$150K	0.02%	363
2025 Q4	–	Sell	-1,261	Closed	-$151K	–	347
2025 Q3	$151K	Buy	+1,261	New	+$150K	0.02%	322
2024 Q4	–	Sell	-2,284	Closed	-$273K	–	700
2024 Q3	$273K	Buy	2,284 +57	+3%	+$6.74K	0.05%	234
2024 Q2	$259K	Buy	+2,227	New	+$255K	0.06%	204

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

Ashton Thomas Securities's IEI Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 1,256 shares — an estimated $149K sold.

Ashton Thomas Securities first reported a position in IEI in Q2 2024 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 1,256 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $149K.
Ashton Thomas Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Ashton Thomas Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $273K in Q3 2024.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.