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

Certuity’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 		– Sell
-1,822
Closed -$216K – 698
2026
Q1 		$216K Buy
+1,822
New +$217K 0.01% 580
2025
Q4 		– Sell
-1,823
Closed -$218K – 604
2025
Q3 		$218K Buy
+1,823
New +$217K 0.02% 504
2025
Q2 		– Sell
-1,745
Closed -$206K – 441
2025
Q1 		$206K Sell
1,745
-387
-18% -$45.1K 0.02% 372
2024
Q4 		$246K Sell
2,132
-81
-4% -$9.45K 0.03% 301
2024
Q3 		$265K Sell
2,213
-113
-5% -$13.4K 0.03% 288
2024
Q2 		$269K Buy
2,326
+38
+2% +$4.36K 0.02% 283
2024
Q1 		$265K Sell
2,288
-80
-3% -$9.28K 0.02% 265
2023
Q4 		$277K Buy
+2,368
New +$270K 0.03% 260

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Certuity's IEI Position: Q2 2026 in Review

Certuity sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 1,822 shares — an estimated $216K sold.

Certuity first reported a position in IEI in Q4 2023 and held it in 8 quarters. The position peaked at $277K in Q4 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Certuity reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Certuity sold 1,822 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $216K.
  • Certuity first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Certuity's iShares 3-7 Year Treasury Bond ETF position peaked at $277K in Q4 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.