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Fourth Dimension Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Fourth Dimension Wealth’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 		$35.9K Hold
303
– – 0.01% 261
2025
Q4 		$36.2K Hold
303
– – 0.01% 269
2025
Q3 		$36.2K Hold
303
– – 0.01% 261
2025
Q2 		$36.1K Hold
303
– – 0.02% 263
2025
Q1 		$35.8K Sell
303
-81
-21% -$9.43K 0.02% 253
2024
Q4 		$44.3K Buy
+384
New +$44.8K 0.02% 234

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

Fourth Dimension Wealth's IEI Position: Q1 2026 in Review

Fourth Dimension Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 303 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #261.

Fourth Dimension Wealth first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.3K in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Fourth Dimension Wealth held 303 shares of iShares 3-7 Year Treasury Bond ETF worth $35.9K as of Q1 2026.
  • Fourth Dimension Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #261 holding.
  • Fourth Dimension Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $44.3K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.