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

Financial Management Network’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	$5.63M	Sell	47,485 -2,483	-5%	-$296K	0.86%	34
2025 Q4	$5.96M	Sell	49,968 -2,467	-5%	-$295K	0.94%	31
2025 Q3	$6.25M	Buy	52,435 +1,455	+3%	+$173K	1.03%	27
2025 Q2	$6.02M	Sell	50,980 -5,742	-10%	-$677K	1.08%	23
2025 Q1	$6.71M	Buy	56,722 +2,124	+4%	+$247K	1.51%	15
2024 Q4	$6.3M	Buy	54,598 +13,370	+32%	+$1.56M	1.31%	20
2024 Q3	$4.87M	Buy	41,228 +32,896	+395%	+$3.89M	1.02%	26
2024 Q2	$965K	Buy	+8,332	New	+$955K	0.23%	70

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Management Network's IEI Position: Q1 2026 in Review

Financial Management Network reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5% in Q1 2026, selling an estimated $296K and leaving 47,485 shares worth $5.63M. The position accounts for 0.86% of the portfolio, ranked #34.

Financial Management Network first reported a position in IEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.71M in Q1 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Financial Management Network held 47,485 shares of iShares 3-7 Year Treasury Bond ETF worth $5.63M as of Q1 2026.
Financial Management Network sold 2,483 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $296K.
iShares 3-7 Year Treasury Bond ETF made up 0.86% of Financial Management Network's portfolio in Q1 2026, its #34 holding.
Financial Management Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Management Network's iShares 3-7 Year Treasury Bond ETF position peaked at $6.71M in Q1 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.