Five Pine Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Five Pine Wealth 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	$237K	Buy	+2,000	New	+$239K	0.15%	42

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

Five Pine Wealth Management's IEI Position: Q1 2026 in Review

Five Pine Wealth Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 2,000 shares worth $237K. The stake represents 0.15% of the portfolio and ranks #42 among its holdings.

833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Five Pine Wealth Management held 2,000 shares of iShares 3-7 Year Treasury Bond ETF worth $237K as of Q1 2026.
iShares 3-7 Year Treasury Bond ETF was a new Five Pine Wealth Management position in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.15% of Five Pine Wealth Management's portfolio in Q1 2026, its #42 holding.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.