CFD
IEI icon

Creative Financial Designs’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Creative Financial Designs’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 		$149K Sell
1,253
-428
-25% -$51K 0.01% 593
2025
Q4 		$201K Sell
1,681
-324
-16% -$38.8K 0.01% 474
2025
Q3 		$240K Sell
2,005
-986
-33% -$117K 0.02% 444
2025
Q2 		$356K Buy
2,991
+408
+16% +$48.1K 0.03% 367
2025
Q1 		$305K Sell
2,583
-157
-6% -$18.3K 0.02% 359
2024
Q4 		$317K Buy
2,740
+707
+35% +$82.5K 0.03% 358
2024
Q3 		$243K Buy
2,033
+275
+16% +$32.5K 0.02% 401
2024
Q2 		$203K Buy
1,758
+304
+21% +$34.8K 0.02% 429
2024
Q1 		$168K Buy
1,454
+655
+82% +$76K 0.02% 459
2023
Q4 		$93.6K Buy
799
+188
+31% +$21.5K 0.01% 550
2023
Q3 		$69.2K Buy
611
+291
+91% +$33.3K 0.01% 555
2023
Q2 		$36.9K Buy
+320
New +$37.5K ﹤0.01% 708
2022
Q4 		– Sell
-30
Closed -$3K – 1325
2022
Q3 		$3K Hold
30
– – ﹤0.01% 1113
2022
Q2 		$4K Buy
30
+4
+15% +$478 ﹤0.01% 1044
2022
Q1 		$3K Sell
26
-8
-24% -$1K ﹤0.01% 1119
2021
Q4 		$4K Hold
34
– – ﹤0.01% 1046
2021
Q3 		$4K Hold
34
– – ﹤0.01% 1194
2021
Q2 		$4K Buy
34
+15
+79% +$1.96K ﹤0.01% 1217
2021
Q1 		$2K Buy
19
+10
+111% +$1.31K ﹤0.01% 1213
2020
Q4 		$1K Buy
+9
New +$1.2K ﹤0.01% 1186
2020
Q3 		– Sell
-495
Closed -$66K – 1250
2020
Q2 		$66K Buy
+495
New +$66K 0.02% 372
2017
Q3 		– Sell
-22
Closed -$3K – 777
2017
Q2 		$3K Hold
22
– – ﹤0.01% 591
2017
Q1 		$3K Sell
22
-210
-91% -$25.8K ﹤0.01% 554
2016
Q4 		$28K Buy
+232
New +$28.8K 0.02% 282

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

Creative Financial Designs's IEI Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 25% in Q1 2026, selling an estimated $51K and leaving 1,253 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #593.

Creative Financial Designs first reported a position in IEI in Q4 2016 and has held it in 24 quarters since. The position peaked at $356K in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Creative Financial Designs held 1,253 shares of iShares 3-7 Year Treasury Bond ETF worth $149K as of Q1 2026.
  • Creative Financial Designs sold 428 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $51K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #593 holding.
  • Creative Financial Designs first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 24 quarters since.
  • Creative Financial Designs's iShares 3-7 Year Treasury Bond ETF position peaked at $356K in Q2 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.