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Atomi Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atomi Financial Group’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 		$3.47M Sell
29,564
-4,148
-12% -$488K 0.09% 166
2026
Q1 		$4M Sell
33,712
-1,345
-4% -$160K 0.12% 138
2025
Q4 		$4.18M Buy
35,057
+449
+1% +$53.7K 0.12% 133
2025
Q3 		$4.14M Buy
34,608
+3,466
+11% +$412K 0.13% 122
2025
Q2 		$3.71M Buy
31,142
+11,413
+58% +$1.35M 0.14% 115
2025
Q1 		$2.33M Buy
19,729
+4,765
+32% +$555K 0.11% 148
2024
Q4 		$1.73M Buy
14,964
+7,793
+109% +$910K 0.09% 165
2024
Q3 		$858K Buy
7,171
+948
+15% +$112K 0.05% 279
2024
Q2 		$719K Buy
+6,223
New +$713K 0.05% 279

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

Atomi Financial Group's IEI Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q2 2026, selling an estimated $488K and leaving 29,564 shares worth $3.47M. The position accounts for 0.09% of the portfolio, ranked #166.

Atomi Financial Group first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.18M in Q4 2025. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Atomi Financial Group held 29,564 shares of iShares 3-7 Year Treasury Bond ETF worth $3.47M as of Q2 2026.
  • Atomi Financial Group sold 4,148 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $488K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #166 holding.
  • Atomi Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $4.18M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.