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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$8.2M Buy
72,280
+5,872
+9% +$681K 6.3% 3
2026
Q2
$7.8M Buy
66,408
+1,428
+2% +$168K 6.36% 4
2026
Q1
$7.71M Buy
64,980
+10,590
+19% +$1.26M 6.92% 4
2025
Q4
$6.49M Buy
+54,390
New +$6.51M 6.47% 4

Other funds holding IEI

Benchmark Financial's IEI Position: Q3 2026 in Review

Benchmark Financial increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.8% in Q3 2026, buying an estimated $681K and bringing the position to 72,280 shares worth $8.2M. The position accounts for 6.3% of the portfolio, ranked #3.

Benchmark Financial first reported a position in IEI in Q4 2025 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Benchmark Financial held 72,280 shares of iShares 3-7 Year Treasury Bond ETF worth $8.2M as of Q3 2026.
  • Benchmark Financial bought 5,872 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $681K.
  • iShares 3-7 Year Treasury Bond ETF made up 6.3% of Benchmark Financial's portfolio in Q3 2026, its #3 holding.
  • Benchmark Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.