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Capital Analysts LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Analysts LLC’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 		$204K Buy
1,713
+437
+34% +$52.1K 0.01% 636
2025
Q4 		$153K Buy
1,276
+3
+0.2% +$359 ﹤0.01% 673
2025
Q3 		$152K Buy
1,273
+11
+0.9% +$1.31K ﹤0.01% 639
2025
Q2 		$150K Buy
1,262
+4
+0.3% +$472 0.01% 582
2025
Q1 		$149K Sell
1,258
-417
-25% -$48.6K 0.01% 566
2024
Q4 		$194K Sell
1,675
-41
-2% -$4.79K 0.01% 494
2024
Q3 		$205K Buy
1,716
+592
+53% +$70K 0.01% 461
2024
Q2 		$130K Buy
1,124
+1,049
+1,399% +$120K 0.01% 522
2024
Q1 		$9K Sell
75
-234
-76% -$27.2K ﹤0.01% 933
2023
Q4 		$36K Buy
309
+251
+433% +$28.6K ﹤0.01% 720
2023
Q3 		$7K Buy
58
+10
+21% +$1.14K ﹤0.01% 937
2023
Q2 		$6K Sell
48
-18
-27% -$2.11K ﹤0.01% 874
2023
Q1 		$8K Sell
66
-418
-86% -$48.6K ﹤0.01% 823
2022
Q4 		$56K Buy
484
+301
+164% +$34.5K ﹤0.01% 599
2022
Q3 		$21K Hold
183
– – ﹤0.01% 711
2022
Q2 		$22K Hold
183
– – ﹤0.01% 691
2022
Q1 		$22K Buy
183
+40
+28% +$5.02K ﹤0.01% 665
2021
Q4 		$18K Hold
143
– – ﹤0.01% 730
2021
Q3 		$19K Hold
143
– – ﹤0.01% 706
2021
Q2 		$19K Hold
143
– – ﹤0.01% 676
2021
Q1 		$19K Hold
143
– – ﹤0.01% 722
2020
Q4 		$19K Hold
143
– – ﹤0.01% 522
2020
Q3 		$19K Hold
143
– – ﹤0.01% 508
2020
Q2 		$19K Buy
143
+67
+88% +$8.93K ﹤0.01% 478
2020
Q1 		$10K Buy
+76
New +$9.79K ﹤0.01% 517
2019
Q1 		– Sell
-81
Closed -$10K – 668
2018
Q4 		$10K Buy
+81
New +$9.66K ﹤0.01% 465
2018
Q2 		– Sell
-8
Closed -$1K – 582
2018
Q1 		$1K Buy
+8
New +$965 ﹤0.01% 546

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's IEI Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 34% in Q1 2026, buying an estimated $52.1K and bringing the position to 1,713 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #636.

Capital Analysts LLC first reported a position in IEI in Q1 2018 and has held it in 27 quarters since. The position peaked at $205K in Q3 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Capital Analysts LLC held 1,713 shares of iShares 3-7 Year Treasury Bond ETF worth $204K as of Q1 2026.
  • Capital Analysts LLC bought 437 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $52.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #636 holding.
  • Capital Analysts LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 27 quarters since.
  • Capital Analysts LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $205K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.