Endowment Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Endowment Wealth Management’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	$2.92M	Buy	24,614 +4,877	+25%	+$582K	1.29%	22
2025 Q4	$2.36M	Buy	19,737 +307	+2%	+$36.7K	1.08%	27
2025 Q3	$2.32M	Buy	19,430 +4,446	+30%	+$529K	1.05%	26
2025 Q2	$1.78M	Buy	14,984 +1,508	+11%	+$178K	0.92%	30
2025 Q1	$1.59M	Buy	13,476 +2,748	+26%	+$320K	1.02%	28
2024 Q4	$1.24M	Buy	10,728 +1,875	+21%	+$219K	0.83%	36
2024 Q3	$1.06M	Buy	+8,853	New	+$1.05M	0.7%	42

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Endowment Wealth Management's IEI Position: Q1 2026 in Review

Endowment Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 25% in Q1 2026, buying an estimated $582K and bringing the position to 24,614 shares worth $2.92M. The position accounts for 1.29% of the portfolio, ranked #22.

Endowment Wealth Management first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Endowment Wealth Management held 24,614 shares of iShares 3-7 Year Treasury Bond ETF worth $2.92M as of Q1 2026.
Endowment Wealth Management bought 4,877 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $582K.
iShares 3-7 Year Treasury Bond ETF made up 1.29% of Endowment Wealth Management's portfolio in Q1 2026, its #22 holding.
Endowment Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.