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

Family 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 Q2	–	Sell	-226	Closed	-$26.8K	–	338
2026 Q1	$26.8K	Hold	226	–	–	﹤0.01%	285
2025 Q4	$27K	Hold	226	–	–	﹤0.01%	266
2025 Q3	$27K	Hold	226	–	–	﹤0.01%	244
2025 Q2	$26.9K	Sell	226 -339	-60%	-$40K	﹤0.01%	211
2025 Q1	$66.7K	Hold	565	–	–	0.01%	186
2024 Q4	$65.3K	Buy	565 +339	+150%	+$39.6K	0.01%	171
2024 Q3	$27K	Hold	226	–	–	﹤0.01%	179
2024 Q2	$26.1K	Hold	226	–	–	﹤0.01%	163
2024 Q1	$26.2K	Hold	226	–	–	﹤0.01%	165
2023 Q4	$26.5K	Buy	226 +133	+143%	+$15.2K	0.01%	157
2023 Q3	$10.5K	Buy	+93	New	+$10.6K	﹤0.01%	153
2023 Q2	–	Sell	-156,034	Closed	-$18.4M	–	168
2023 Q1	$18.4M	Buy	+156,034	New	+$18.1M	4.23%	5
2019 Q4	–	Sell	-421	Closed	-$53K	–	196
2019 Q3	$53K	Buy	+421	New	+$53.2K	0.02%	163

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

Family Management's IEI Position: Q2 2026 in Review

Family Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 226 shares — an estimated $26.8K sold.

Family Management first reported a position in IEI in Q3 2019 and held it in 13 quarters. The position peaked at $18.4M in Q1 2023. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Family Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Family Management sold 226 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.8K.
Family Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 13 quarters.
Family Management's iShares 3-7 Year Treasury Bond ETF position peaked at $18.4M in Q1 2023.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.