F/M Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

F/M Investments’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	$848K	Sell	7,222 -388	-5%	-$45.7K	0.04%	206
2026 Q1	$903K	Hold	7,610	–	–	0.06%	172
2025 Q4	$908K	Hold	7,610	–	–	0.03%	297
2025 Q3	$910K	Hold	7,610	–	–	0.04%	299
2025 Q2	$906K	Buy	7,610 +14	+0.2%	+$1.65K	0.03%	297
2025 Q1	$897K	Sell	7,596 -29	-0.4%	-$3.38K	0.04%	295
2024 Q4	$881K	Buy	+7,625	New	+$890K	0.03%	298

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

F/M Investments's IEI Position: Q2 2026 in Review

F/M Investments reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.1% in Q2 2026, selling an estimated $45.7K and leaving 7,222 shares worth $848K. The position accounts for 0.04% of the portfolio, ranked #206.

F/M Investments first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $910K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

F/M Investments held 7,222 shares of iShares 3-7 Year Treasury Bond ETF worth $848K as of Q2 2026.
F/M Investments sold 388 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of F/M Investments's portfolio in Q2 2026, its #206 holding.
F/M Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
F/M Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $910K in Q3 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.