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

Financial Gravity 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	$830	Hold	7	–	–	﹤0.01%	772
2025 Q4	$835	Sell	7 -5	-42%	-$598	﹤0.01%	632
2025 Q3	$1.43K	Buy	+12	New	+$1.43K	﹤0.01%	786
2025 Q1	$1.42K	Buy	+12	New	+$1.4K	﹤0.01%	850
2024 Q2	$79.2K	Sell	686 -798	-54%	-$91.5K	0.02%	204
2024 Q1	$173K	Sell	1,484 -52,577	-97%	-$6.1M	0.02%	222
2023 Q4	$986K	Buy	54,061 +814	+2%	+$92.9K	0.01%	372
2023 Q3	$891K	Buy	53,247 +48,316	+980%	+$5.52M	0.01%	371
2023 Q2	$568	Buy	4,931 +121	+3%	+$14.2K	﹤0.01%	977
2023 Q1	$568	Buy	+4,810	New	+$559K	0.02%	434
2021 Q2	–	Sell	-77	Closed	-$10	–	993
2021 Q1	$10	Buy	+77	New	+$10.1K	﹤0.01%	727
2020 Q2	–	Sell	-4,052	Closed	-$539K	–	414
2020 Q1	$539K	Buy	4,052 +2,904	+253%	+$374K	1.67%	5
2019 Q4	$141K	Sell	1,148 -8,624	-88%	-$1.09M	0.1%	203
2019 Q3	$1.24M	Buy	9,772 +5,341	+121%	+$675K	1.07%	17
2019 Q2	$557K	Buy	4,431 +2,418	+120%	+$299K	0.46%	58
2019 Q1	$247K	Buy	+2,013	New	+$245K	0.2%	108
2018 Q3	$2.62M	Sell	21,980 -63,073	-74%	-$7.54M	2.74%	2
2018 Q2	$10.2M	Buy	85,053 +66,576	+360%	+$7.96M	9.56%	1
2018 Q1	$2.2M	Buy	+18,477	New	+$2.23M	2.26%	5

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Gravity Asset Management's IEI Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 7 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Financial Gravity Asset Management first reported a position in IEI in Q1 2018 and has held it in 19 quarters since. The position peaked at $10.2M in Q2 2018. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Financial Gravity Asset Management held 7 shares of iShares 3-7 Year Treasury Bond ETF worth $830 as of Q1 2026.
Financial Gravity Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #772 holding.
Financial Gravity Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10.2M in Q2 2018.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.