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

Eaton Financial Holdings’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 		– Sell
-26,199
Closed -$3.11M – 139
2026
Q1 		$3.11M Sell
26,199
-47
-0.2% -$5.61K 1.02% 26
2025
Q4 		$3.13M Sell
26,246
-26
-0.1% -$3.11K 0.84% 28
2025
Q3 		$3.14M Buy
26,272
+23,034
+711% +$2.74M 0.88% 30
2025
Q2 		$386K Buy
+3,238
New +$382K 0.12% 93

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

Eaton Financial Holdings's IEI Position: Q2 2026 in Review

Eaton Financial Holdings sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 26,199 shares — an estimated $3.11M sold.

Eaton Financial Holdings first reported a position in IEI in Q2 2025 and held it in 4 quarters. The position peaked at $3.14M in Q3 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Eaton Financial Holdings reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 26,199 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.11M.
  • Eaton Financial Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
  • Eaton Financial Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $3.14M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.