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 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 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

Founders Financial Securities's IEI Position: Q1 2026 in Review

Founders Financial Securities increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.82% in Q1 2026, buying an estimated $3.46K and bringing the position to 3,584 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #393.

Founders Financial Securities first reported a position in IEI in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.86M in Q3 2017. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Founders Financial Securities held 3,584 shares of iShares 3-7 Year Treasury Bond ETF worth $425K as of Q1 2026.
Founders Financial Securities bought 29 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.46K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of Founders Financial Securities's portfolio in Q1 2026, its #393 holding.
Founders Financial Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2017 and has held it in 23 quarters since.
Founders Financial Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $3.86M in Q3 2017.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.