EH
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Equitable Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Equitable 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
Q1 		$2.63M Buy
22,051
+6,345
+40% +$757K 0.02% 636
2025
Q4 		$1.87M Sell
15,706
-1,818
-10% -$218K 0.01% 656
2025
Q3 		$2.09M Buy
17,524
+2,884
+20% +$343K 0.02% 597
2025
Q2 		$1.74M Buy
14,640
+3,623
+33% +$427K 0.01% 613
2025
Q1 		$1.3M Buy
11,017
+1,854
+20% +$216K 0.01% 633
2024
Q4 		$1.06M Sell
9,163
-2,899
-24% -$338K 0.01% 664
2024
Q3 		$1.44M Sell
12,062
-5,429
-31% -$642K 0.01% 577
2024
Q2 		$2.02M Sell
17,491
-2,133
-11% -$244K 0.02% 454
2024
Q1 		$2.27M Sell
19,624
-2,241
-10% -$260K 0.03% 419
2023
Q4 		$2.56M Buy
21,865
+7,349
+51% +$839K 0.03% 349
2023
Q3 		$1.64M Buy
14,516
+2,434
+20% +$278K 0.02% 421
2023
Q2 		$1.39M Sell
12,082
-125
-1% -$14.6K 0.02% 431
2023
Q1 		$1.44M Buy
12,207
+7,696
+171% +$894K 0.02% 403
2022
Q4 		$518K Sell
4,511
-243
-5% -$27.9K 0.01% 604
2022
Q3 		$543K Buy
4,754
+986
+26% +$117K 0.01% 545
2022
Q2 		$450K Sell
3,768
-560
-13% -$66.9K 0.01% 583
2022
Q1 		$528K Sell
4,328
-117
-3% -$14.7K 0.01% 561
2021
Q4 		$572K Sell
4,445
-641
-13% -$82.8K 0.01% 535
2021
Q3 		$662K Sell
5,086
-641
-11% -$84.1K 0.01% 493
2021
Q2 		$748K Sell
5,727
-803
-12% -$105K 0.01% 439
2021
Q1 		$848K Sell
6,530
-1,045
-14% -$137K 0.02% 384
2020
Q4 		$1.01M Buy
7,575
+151
+2% +$20.1K 0.02% 323
2020
Q3 		$992K Sell
7,424
-429
-5% -$57.3K 0.03% 305
2020
Q2 		$1.05M Buy
7,853
+1,518
+24% +$202K 0.03% 296
2020
Q1 		$845K Buy
6,335
+2,344
+59% +$302K 0.03% 281
2019
Q4 		$502K Buy
+3,991
New +$504K 0.01% 399

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

Equitable Holdings's IEI Position: Q1 2026 in Review

Equitable Holdings increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 40% in Q1 2026, buying an estimated $757K and bringing the position to 22,051 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #636.

Equitable Holdings first reported a position in IEI in Q4 2019 and has held it in 26 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Equitable Holdings held 22,051 shares of iShares 3-7 Year Treasury Bond ETF worth $2.63M as of Q1 2026.
  • Equitable Holdings bought 6,345 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $757K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #636 holding.
  • Equitable Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.