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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atomi Financial Group's IEI Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.8% in Q1 2026, selling an estimated $160K and leaving 33,712 shares worth $4M. The position accounts for 0.12% of the portfolio, ranked #138.

Atomi Financial Group first reported a position in IEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.18M in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Atomi Financial Group held 33,712 shares of iShares 3-7 Year Treasury Bond ETF worth $4M as of Q1 2026.
  • Atomi Financial Group sold 1,345 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $160K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.12% of Atomi Financial Group's portfolio in Q1 2026, its #138 holding.
  • Atomi Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $4.18M in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.