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Center For Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Center For Asset Management’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 		$4.28M Buy
36,072
+4,141
+13% +$494K 2.12% 10
2025
Q4 		$3.81M Sell
31,931
-2,648
-8% -$317K 1.99% 13
2025
Q3 		$4.13M Buy
34,579
+6,658
+24% +$792K 2.2% 13
2025
Q2 		$3.23M Sell
27,921
-5,771
-17% -$681K 1.99% 12
2025
Q1 		$3.98M Buy
33,692
+5,413
+19% +$630K 2.43% 12
2024
Q4 		$3.27M Sell
28,279
-4,381
-13% -$511K 2.12% 11
2024
Q3 		$3.91M Sell
32,660
-2,484
-7% -$294K 2.33% 11
2024
Q2 		$4.06M Buy
35,144
+30,275
+622% +$3.47M 2.68% 9
2024
Q1 		$564K Sell
4,869
-1,383
-22% -$161K 0.46% 48
2023
Q4 		$732K Sell
6,252
-2,326
-27% -$265K 0.67% 35
2023
Q3 		$971K Buy
8,578
+90
+1% +$10.3K 0.97% 27
2023
Q2 		$978K Buy
8,488
+463
+6% +$54.2K 0.92% 28
2023
Q1 		$944K Sell
8,025
-311
-4% -$36.1K 0.92% 24
2022
Q4 		$958K Buy
8,336
+3,885
+87% +$445K 0.89% 27
2022
Q3 		$509K Sell
4,451
-671
-13% -$79.4K 0.51% 50
2022
Q2 		$611K Sell
5,122
-10,289
-67% -$1.23M 0.57% 43
2022
Q1 		$1.88M Buy
15,411
+3,679
+31% +$462K 1.45% 19
2021
Q4 		$1.51M Buy
11,732
+3,663
+45% +$473K 1.12% 27
2021
Q3 		$1.05M Buy
8,069
+390
+5% +$51.1K 0.88% 33
2021
Q2 		$1M Buy
7,679
+2,853
+59% +$372K 0.86% 33
2021
Q1 		$627K Sell
4,826
-103
-2% -$13.6K 0.6% 42
2020
Q4 		$655K Buy
+4,929
New +$655K 0.65% 39

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

Center For Asset Management's IEI Position: Q1 2026 in Review

Center For Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, buying an estimated $494K and bringing the position to 36,072 shares worth $4.28M. The position accounts for 2.12% of the portfolio, ranked #10.

Center For Asset Management first reported a position in IEI in Q4 2020 and has held it in 22 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Center For Asset Management held 36,072 shares of iShares 3-7 Year Treasury Bond ETF worth $4.28M as of Q1 2026.
  • Center For Asset Management bought 4,141 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $494K.
  • iShares 3-7 Year Treasury Bond ETF made up 2.12% of Center For Asset Management's portfolio in Q1 2026, its #10 holding.
  • Center For Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.