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

Channel Wealth’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	–	Sell	-4,224	Closed	-$504K	–	179
2025 Q4	$504K	Buy	4,224 +46	+1%	+$5.5K	0.13%	92
2025 Q3	$499K	Buy	4,178 +96	+2%	+$11.4K	0.13%	92
2025 Q2	$486K	Hold	4,082	–	–	0.14%	96
2025 Q1	$482K	Sell	4,082 -25	-0.6%	-$2.91K	0.15%	94
2024 Q4	$475K	Buy	4,107 +69	+2%	+$8.05K	0.15%	95
2024 Q3	$483K	Sell	4,038 -1,115	-22%	-$132K	0.16%	91
2024 Q2	$595K	Buy	5,153 +41	+0.8%	+$4.7K	0.22%	84
2024 Q1	$592K	Buy	+5,112	New	+$593K	0.24%	79

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Channel Wealth's IEI Position: Q1 2026 in Review

Channel Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 4,224 shares — an estimated $504K sold.

Channel Wealth first reported a position in IEI in Q1 2024 and held it in 8 quarters. The position peaked at $595K in Q2 2024. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Channel Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Channel Wealth sold 4,224 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $504K.
Channel Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Channel Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $595K in Q2 2024.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.