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Brooklyn Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Brooklyn Investment Group’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 		$256K Buy
+2,161
New +$258K 0.01% 1540
2025
Q3 		– Sell
-934
Closed -$111K – 1620
2025
Q2 		$111K Buy
+934
New +$110K 0.01% 887

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brooklyn Investment Group's IEI Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 2,161 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in IEI as recently as Q2 2025.

Brooklyn Investment Group first reported a position in IEI in Q2 2025 and has held it in 2 quarters since. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Brooklyn Investment Group held 2,161 shares of iShares 3-7 Year Treasury Bond ETF worth $256K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1540 holding.
  • Brooklyn Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.