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Everstar Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Everstar Asset 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 		$9.27M Sell
78,171
-2,564
-3% -$306K 4.93% 3
2025
Q4 		$9.64M Buy
80,735
+14,503
+22% +$1.74M 5.17% 3
2025
Q3 		$7.92M Buy
66,232
+4,995
+8% +$594K 4.49% 3
2025
Q2 		$7.29M Buy
61,237
+2,453
+4% +$289K 4.45% 3
2025
Q1 		$6.94M Buy
58,784
+3,101
+6% +$361K 4.6% 3
2024
Q4 		$6.43M Buy
55,683
+7,351
+15% +$858K 4.55% 3
2024
Q3 		$5.78M Buy
+48,332
New +$5.71M 3.96% 3

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

Everstar Asset Management's IEI Position: Q1 2026 in Review

Everstar Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.2% in Q1 2026, selling an estimated $306K and leaving 78,171 shares worth $9.27M. The position accounts for 4.93% of the portfolio, ranked #3.

Everstar Asset Management first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.64M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Everstar Asset Management held 78,171 shares of iShares 3-7 Year Treasury Bond ETF worth $9.27M as of Q1 2026.
  • Everstar Asset Management sold 2,564 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $306K.
  • iShares 3-7 Year Treasury Bond ETF made up 4.93% of Everstar Asset Management's portfolio in Q1 2026, its #3 holding.
  • Everstar Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $9.64M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.