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

EntreWealth’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 		$3.22M Buy
27,152
+519
+2% +$61.9K 1.44% 21
2025
Q4 		$3.18M Buy
26,633
+3,827
+17% +$458K 1.43% 21
2025
Q3 		$2.73M Buy
22,806
+3,760
+20% +$447K 1.4% 22
2025
Q2 		$2.27M Buy
19,046
+2,192
+13% +$259K 1.57% 21
2025
Q1 		$1.99M Buy
16,854
+1,109
+7% +$129K 1.53% 20
2024
Q4 		$1.88M Buy
+15,745
New +$1.84M 1.74% 17

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

EntreWealth's IEI Position: Q1 2026 in Review

EntreWealth increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q1 2026, buying an estimated $61.9K and bringing the position to 27,152 shares worth $3.22M. The position accounts for 1.44% of the portfolio, ranked #21.

EntreWealth first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • EntreWealth held 27,152 shares of iShares 3-7 Year Treasury Bond ETF worth $3.22M as of Q1 2026.
  • EntreWealth bought 519 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $61.9K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.44% of EntreWealth's portfolio in Q1 2026, its #21 holding.
  • EntreWealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.