First Heartland Consultants’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

First Heartland Consultants’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	–	Sell	-3,040	Closed	-$363K	–	555
2025 Q4	$363K	Buy	3,040 +255	+9%	+$30.5K	0.03%	366
2025 Q3	$333K	Sell	2,785 -143	-5%	-$17K	0.03%	380
2025 Q2	$349K	Buy	+2,928	New	+$345K	0.03%	354
2013 Q3	–	Sell	-240	Closed	-$29K	–	284
2013 Q2	$29K	Buy	+240	New	+$29.5K	0.02%	297

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

First Heartland Consultants's IEI Position: Q1 2026 in Review

First Heartland Consultants sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3,040 shares — an estimated $363K sold.

First Heartland Consultants first reported a position in IEI in Q2 2013 and held it in 4 quarters. The position peaked at $363K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

First Heartland Consultants reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 3,040 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $363K.
First Heartland Consultants first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 4 quarters.
First Heartland Consultants's iShares 3-7 Year Treasury Bond ETF position peaked at $363K in Q4 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.