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

Downshift Financial’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	$2.82K	Buy	+24	New	+$2.83K	﹤0.01%	408

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Downshift Financial's IEI Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 24 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings.

815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Downshift Financial held 24 shares of iShares 3-7 Year Treasury Bond ETF worth $2.82K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Downshift Financial position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #408 holding.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.