Firestone Capital Management
IEI icon

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

Firestone Capital 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
Q3 		$486K Buy
4,281
+943
+28% +$109K 0.09% 107
2026
Q2 		$392K Sell
3,338
-850
-20% -$100K 0.07% 116
2026
Q1 		$497K Hold
4,188
– – 0.1% 101
2025
Q4 		$500K Buy
4,188
+2,265
+118% +$271K 0.11% 102
2025
Q3 		$230K Buy
+1,923
New +$229K 0.05% 149

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Firestone Capital Management's IEI Position: Q3 2026 in Review

Firestone Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 28% in Q3 2026, buying an estimated $109K and bringing the position to 4,281 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #107.

Firestone Capital Management first reported a position in IEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $500K in Q4 2025. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Firestone Capital Management held 4,281 shares of iShares 3-7 Year Treasury Bond ETF worth $486K as of Q3 2026.
  • Firestone Capital Management bought 943 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $109K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.09% of Firestone Capital Management's portfolio in Q3 2026, its #107 holding.
  • Firestone Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Firestone Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $500K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Firestone Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.