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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caitlin John's IEI Position: Q1 2026 in Review

Caitlin John held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 179 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #416.

Caitlin John first reported a position in IEI in Q4 2023 and has held it in 8 quarters since. The position peaked at $41K in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Caitlin John held 179 shares of iShares 3-7 Year Treasury Bond ETF worth $21.2K as of Q1 2026.
Caitlin John left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #416 holding.
Caitlin John first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares 3-7 Year Treasury Bond ETF position peaked at $41K in Q3 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.