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Boreal Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Boreal Capital Management’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 		$87.4K Buy
+744
New +$87.6K 0.07% 153
2026
Q1 		– Sell
-744
Closed -$88.7K – 153
2025
Q4 		$88.8K Hold
744
– – 0.07% 167
2025
Q3 		$88.9K Sell
744
-4,583
-86% -$545K 0.07% 175
2025
Q2 		$634K Buy
+5,327
New +$628K 0.52% 45

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

Boreal Capital Management's IEI Position: Q2 2026 in Review

Boreal Capital Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 744 shares worth $87.4K. The stake represents 0.07% of the portfolio and ranks #153 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in IEI as recently as Q4 2025.

Boreal Capital Management first reported a position in IEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $634K in Q2 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Boreal Capital Management held 744 shares of iShares 3-7 Year Treasury Bond ETF worth $87.4K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Boreal Capital Management's portfolio in Q2 2026, its #153 holding.
  • Boreal Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $634K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.