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Founders Financial Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Founders Financial Securities’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
Q2 		– Sell
-3,584
Closed -$425K – 565
2026
Q1 		$425K Buy
3,584
+29
+0.8% +$3.46K 0.02% 393
2025
Q4 		$424K Buy
+3,555
New +$425K 0.03% 404
2025
Q2 		– Sell
-4,902
Closed -$583K – 503
2025
Q1 		$583K Buy
+4,902
New +$571K 0.05% 294
2023
Q3 		– Sell
-3,658
Closed -$422K – 342
2023
Q2 		$422K Sell
3,658
-1,307
-26% -$153K 0.06% 233
2023
Q1 		$584K Buy
4,965
+3,003
+153% +$349K 0.08% 185
2022
Q4 		$225K Hold
1,962
– – 0.04% 290
2022
Q3 		$224K Hold
1,962
– – 0.04% 278
2022
Q2 		$234K Hold
1,962
– – 0.05% 226
2022
Q1 		$239K Sell
1,962
-38
-2% -$4.77K 0.04% 241
2021
Q4 		$257K Sell
2,000
-22,932
-92% -$2.96M 0.05% 224
2021
Q3 		$3.25M Buy
24,932
+578
+2% +$75.8K 0.65% 32
2021
Q2 		$3.18M Buy
24,354
+22,414
+1,155% +$2.93M 0.63% 31
2021
Q1 		$252K Sell
1,940
-4
-0.2% -$526 0.06% 223
2020
Q4 		$259K Buy
+1,944
New +$258K 0.06% 186
2020
Q3 		– Sell
-17,207
Closed -$2.3M – 186
2020
Q2 		$2.3M Buy
17,207
+15,288
+797% +$2.04M 0.74% 36
2020
Q1 		$256K Buy
+1,919
New +$247K 0.1% 106
2019
Q4 		– Sell
-18,754
Closed -$2.38M – 137
2019
Q3 		$2.38M Sell
18,754
-1,827
-9% -$231K 0.76% 33
2019
Q2 		$2.59M Buy
+20,581
New +$2.55M 0.85% 30
2018
Q4 		– Sell
-20,072
Closed -$2.39M – 107
2018
Q3 		$2.39M Buy
20,072
+793
+4% +$94.8K 0.66% 29
2018
Q2 		$2.31M Buy
+19,279
New +$2.31M 0.71% 26
2018
Q1 		– Sell
-6,319
Closed -$772K – 105
2017
Q4 		$772K Sell
6,319
-24,962
-80% -$3.07M 0.26% 56
2017
Q3 		$3.86M Buy
31,281
+6,662
+27% +$826K 1.38% 24
2017
Q2 		$3.04M Buy
+24,619
New +$3.05M 1.16% 23

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Securities's IEI Position: Q2 2026 in Review

Founders Financial Securities sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 3,584 shares — an estimated $425K sold.

Founders Financial Securities first reported a position in IEI in Q2 2017 and held it in 23 quarters. The position peaked at $3.86M in Q3 2017. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Founders Financial Securities reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 3,584 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $425K.
  • Founders Financial Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and held it in 23 quarters.
  • Founders Financial Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $3.86M in Q3 2017.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.