Caitlin John’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Caitlin John’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	$21K	Hold	179	–	–	0.01%	494
2026 Q1	$21.2K	Hold	179	–	–	0.01%	416
2025 Q4	$21.4K	Hold	179	–	–	0.01%	432
2025 Q3	$21.4K	Buy	+179	New	+$21.3K	0.01%	388
2025 Q1	–	Sell	-179	Closed	-$20.7K	–	426
2024 Q4	$20.7K	Sell	179 -175	-49%	-$20.4K	0.01%	372
2024 Q3	$41K	Buy	354 +175	+98%	+$20.7K	0.03%	264
2024 Q2	$20.7K	Hold	179	–	–	0.01%	350
2024 Q1	$20.7K	Hold	179	–	–	0.02%	353
2023 Q4	$21K	Buy	+179	New	+$20.4K	0.02%	332

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caitlin John's IEI Position: Q2 2026 in Review

Caitlin John held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 179 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #494.

Caitlin John first reported a position in IEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $41K in Q3 2024. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Caitlin John held 179 shares of iShares 3-7 Year Treasury Bond ETF worth $21K as of Q2 2026.
Caitlin John left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #494 holding.
Caitlin John first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares 3-7 Year Treasury Bond ETF position peaked at $41K in Q3 2024.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.