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Frederick Financial Consultants’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Frederick Financial Consultants’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 		$271K Sell
2,286
-17
-0.7% -$2.03K 0.13% 87
2025
Q4 		$275K Sell
2,303
-15
-0.6% -$1.79K 0.15% 82
2025
Q3 		$277K Buy
2,318
+10
+0.4% +$1.19K 0.16% 82
2025
Q2 		$275K Sell
2,308
-186
-7% -$21.9K 0.17% 76
2025
Q1 		$295K Sell
2,494
-65
-3% -$7.57K 0.21% 69
2024
Q4 		$296K Buy
+2,559
New +$299K 0.24% 62

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 $58.2B AUM 22.78% 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

Frederick Financial Consultants's IEI Position: Q1 2026 in Review

Frederick Financial Consultants reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.74% in Q1 2026, selling an estimated $2.03K and leaving 2,286 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #87.

Frederick Financial Consultants first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2024. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Frederick Financial Consultants held 2,286 shares of iShares 3-7 Year Treasury Bond ETF worth $271K as of Q1 2026.
  • Frederick Financial Consultants sold 17 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.03K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Frederick Financial Consultants's portfolio in Q1 2026, its #87 holding.
  • Frederick Financial Consultants first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's iShares 3-7 Year Treasury Bond ETF position peaked at $296K in Q4 2024.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.