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Foundry Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Foundry Financial Group’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 		$8.46M Buy
71,338
+6,092
+9% +$727K 4.2% 8
2025
Q4 		$7.79M Buy
65,246
+6,780
+12% +$811K 3.9% 10
2025
Q3 		$6.99M Buy
58,466
+5,478
+10% +$652K 3.67% 10
2025
Q2 		$6.31M Buy
52,988
+1,988
+4% +$235K 3.59% 10
2025
Q1 		$6.02M Buy
51,000
+1,264
+3% +$147K 3.71% 9
2024
Q4 		$5.75M Buy
+49,736
New +$5.8M 3.56% 10

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundry Financial Group's IEI Position: Q1 2026 in Review

Foundry Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.3% in Q1 2026, buying an estimated $727K and bringing the position to 71,338 shares worth $8.46M. The position accounts for 4.2% of the portfolio, ranked #8.

Foundry Financial Group first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Foundry Financial Group held 71,338 shares of iShares 3-7 Year Treasury Bond ETF worth $8.46M as of Q1 2026.
  • Foundry Financial Group bought 6,092 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $727K.
  • iShares 3-7 Year Treasury Bond ETF made up 4.2% of Foundry Financial Group's portfolio in Q1 2026, its #8 holding.
  • Foundry Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.