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Bigelow Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bigelow Investment Advisors’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 		$885K Buy
7,464
+832
+13% +$99.2K 0.35% 71
2025
Q4 		$792K Buy
6,632
+1,900
+40% +$227K 0.31% 77
2025
Q3 		$566K Buy
4,732
+335
+8% +$39.8K 0.23% 100
2025
Q2 		$524K Buy
4,397
+603
+16% +$71.1K 0.23% 103
2025
Q1 		$448K Buy
3,794
+186
+5% +$21.7K 0.21% 109
2024
Q4 		$417K Buy
3,608
+579
+19% +$67.6K 0.2% 117
2024
Q3 		$362K Sell
3,029
-44
-1% -$5.2K 0.16% 131
2024
Q2 		$355K Sell
3,073
-90
-3% -$10.3K 0.17% 128
2024
Q1 		$366K Sell
3,163
-335
-10% -$38.9K 0.18% 125
2023
Q4 		$410K Sell
3,498
-1,693
-33% -$193K 0.22% 114
2023
Q3 		$587K Sell
5,191
-1,667
-24% -$191K 0.34% 82
2023
Q2 		$790K Buy
+6,858
New +$803K 0.43% 73
2023
Q1 		– Sell
-13,763
Closed -$1.6M – 51
2022
Q4 		$1.58M Sell
13,763
-7,441
-35% -$853K 0.92% 28
2022
Q3 		$2.42M Sell
21,204
-495
-2% -$58.6K 1.45% 16
2022
Q2 		$2.59M Sell
21,699
-697
-3% -$83.3K 1.42% 16
2022
Q1 		$2.73M Buy
22,396
+794
+4% +$99.6K 1.28% 17
2021
Q4 		$2.78M Buy
21,602
+3,516
+19% +$454K 1.26% 16
2021
Q3 		$2.35M Buy
18,086
+6,521
+56% +$855K 1.16% 20
2021
Q2 		$1.51M Hold
11,565
– – 0.73% 37
2021
Q1 		$1.5M Buy
11,565
+4,161
+56% +$547K 0.76% 36
2020
Q4 		$985K Buy
7,404
+946
+15% +$126K 0.52% 52
2020
Q3 		$863K Buy
6,458
+1,434
+29% +$192K 0.51% 54
2020
Q2 		$672K Buy
+5,024
New +$670K 0.44% 62

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

Bigelow Investment Advisors's IEI Position: Q1 2026 in Review

Bigelow Investment Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, buying an estimated $99.2K and bringing the position to 7,464 shares worth $885K. The position accounts for 0.35% of the portfolio, ranked #71.

Bigelow Investment Advisors first reported a position in IEI in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.78M in Q4 2021. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Bigelow Investment Advisors held 7,464 shares of iShares 3-7 Year Treasury Bond ETF worth $885K as of Q1 2026.
  • Bigelow Investment Advisors bought 832 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $99.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.35% of Bigelow Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Bigelow Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Bigelow Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.78M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.