Ausdal Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ausdal Financial Partners’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	$511K	Buy	4,305 +176	+4%	+$21K	0.02%	583
2025 Q4	$493K	Buy	4,129 +390	+10%	+$46.7K	0.02%	560
2025 Q3	$447K	Buy	+3,739	New	+$445K	0.02%	589
2025 Q2	–	Sell	-20,701	Closed	-$2.45M	–	708
2025 Q1	$2.45M	Sell	20,701 -79,422	-79%	-$9.25M	0.18%	122
2024 Q4	$11.6M	Buy	+100,123	New	+$11.7M	1%	18
2017 Q3	–	Sell	-4,728	Closed	-$584K	–	337
2017 Q2	$584K	Buy	+4,728	New	+$585K	0.25%	114
2016 Q4	–	Sell	-4,066	Closed	-$515K	–	265
2016 Q3	$515K	Buy	+4,066	New	+$515K	0.26%	110
2016 Q1	–	Sell	-643	Closed	-$79K	–	595
2015 Q4	$79K	Buy	+643	New	+$79.4K	0.04%	348

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ausdal Financial Partners's IEI Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.3% in Q1 2026, buying an estimated $21K and bringing the position to 4,305 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #583.

Ausdal Financial Partners first reported a position in IEI in Q4 2015 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2024. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Ausdal Financial Partners held 4,305 shares of iShares 3-7 Year Treasury Bond ETF worth $511K as of Q1 2026.
Ausdal Financial Partners bought 176 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $21K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #583 holding.
Ausdal Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2015 and has held it in 8 quarters since.
Ausdal Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $11.6M in Q4 2024.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.