Brightwater Advisory’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
Q1
$301K Buy
2,538
+279
+12% +$33.3K 0.2% 58
2025
Q4
$270K Sell
2,259
-8
-0.4% -$957 0.18% 58
2025
Q3
$271K Buy
2,267
+7
+0.3% +$833 0.19% 57
2025
Q2
$269K Buy
2,260
+375
+20% +$44.2K 0.19% 56
2025
Q1
$223K Buy
+1,885
New +$220K 0.18% 59

Other funds holding IEI

Brightwater Advisory's IEI Position: Q1 2026 in Review

Brightwater Advisory increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q1 2026, buying an estimated $33.3K and bringing the position to 2,538 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #58.

Brightwater Advisory first reported a position in IEI in Q1 2025 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Brightwater Advisory held 2,538 shares of iShares 3-7 Year Treasury Bond ETF worth $301K as of Q1 2026.
  • Brightwater Advisory bought 279 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $33.3K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.2% of Brightwater Advisory's portfolio in Q1 2026, its #58 holding.
  • Brightwater Advisory first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.