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CFO4Life Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CFO4Life Group’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 		$5.77M Sell
48,680
-2,009
-4% -$240K 0.88% 31
2025
Q4 		$6.05M Sell
50,689
-4,833
-9% -$578K 0.86% 29
2025
Q3 		$6.64M Sell
55,522
-8,268
-13% -$983K 0.96% 27
2025
Q2 		$7.6M Sell
63,790
-11,909
-16% -$1.4M 1.19% 22
2025
Q1 		$8.94M Sell
75,699
-85,859
-53% -$10M 1.51% 17
2024
Q4 		$18.7M Sell
161,558
-258
-0.2% -$30.1K 3.28% 8
2024
Q3 		$19.4M Buy
161,816
+2,696
+2% +$319K 3.43% 8
2024
Q2 		$18.4M Sell
159,120
-1,479
-0.9% -$170K 3.45% 8
2024
Q1 		$18.6M Buy
160,599
+10,563
+7% +$1.23M 3.38% 9
2023
Q4 		$17.6M Buy
+150,036
New +$17.1M 3.36% 9

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

CFO4Life Group's IEI Position: Q1 2026 in Review

CFO4Life Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4% in Q1 2026, selling an estimated $240K and leaving 48,680 shares worth $5.77M. The position accounts for 0.88% of the portfolio, ranked #31.

CFO4Life Group first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.4M in Q3 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • CFO4Life Group held 48,680 shares of iShares 3-7 Year Treasury Bond ETF worth $5.77M as of Q1 2026.
  • CFO4Life Group sold 2,009 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $240K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.88% of CFO4Life Group's portfolio in Q1 2026, its #31 holding.
  • CFO4Life Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • CFO4Life Group's iShares 3-7 Year Treasury Bond ETF position peaked at $19.4M in Q3 2024.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.