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DSG Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

DSG Capital Advisors’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 		$6.86M Buy
58,746
+8,773
+18% +$1.03M 0.97% 28
2026
Q1 		$5.93M Buy
49,973
+5,671
+13% +$676K 0.95% 31
2025
Q4 		$5.28M Sell
44,302
-5,583
-11% -$668K 0.81% 32
2025
Q3 		$5.96M Buy
49,885
+20,835
+72% +$2.48M 0.95% 31
2025
Q2 		$3.46M Buy
+29,050
New +$3.43M 0.62% 39

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

DSG Capital Advisors's IEI Position: Q2 2026 in Review

DSG Capital Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 18% in Q2 2026, buying an estimated $1.03M and bringing the position to 58,746 shares worth $6.86M. The position accounts for 0.97% of the portfolio, ranked #28.

DSG Capital Advisors first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • DSG Capital Advisors held 58,746 shares of iShares 3-7 Year Treasury Bond ETF worth $6.86M as of Q2 2026.
  • DSG Capital Advisors bought 8,773 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.03M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.97% of DSG Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • DSG Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.