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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
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 $1.56T 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

DSG Capital Advisors's IEI Position: Q1 2026 in Review

DSG Capital Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, buying an estimated $676K and bringing the position to 49,973 shares worth $5.93M. The position accounts for 0.95% of the portfolio, ranked #31.

DSG Capital Advisors first reported a position in IEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.96M in Q3 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • DSG Capital Advisors held 49,973 shares of iShares 3-7 Year Treasury Bond ETF worth $5.93M as of Q1 2026.
  • DSG Capital Advisors bought 5,671 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $676K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.95% of DSG Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • DSG Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • DSG Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $5.96M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.