Frontier Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Frontier Asset Management’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	$7.36M	Sell	62,074 -1,957	-3%	-$233K	1.54%	21
2025 Q4	$7.64M	Buy	+64,031	New	+$7.66M	1.77%	18
2022 Q1	–	Sell	-1,506	Closed	-$194K	–	38
2021 Q4	$194K	Buy	+1,506	New	+$194K	0.14%	35

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

Frontier Asset Management's IEI Position: Q1 2026 in Review

Frontier Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.1% in Q1 2026, selling an estimated $233K and leaving 62,074 shares worth $7.36M. The position accounts for 1.54% of the portfolio, ranked #21.

Frontier Asset Management first reported a position in IEI in Q4 2021 and has held it in 3 quarters since. The position peaked at $7.64M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Frontier Asset Management held 62,074 shares of iShares 3-7 Year Treasury Bond ETF worth $7.36M as of Q1 2026.
Frontier Asset Management sold 1,957 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $233K.
iShares 3-7 Year Treasury Bond ETF made up 1.54% of Frontier Asset Management's portfolio in Q1 2026, its #21 holding.
Frontier Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 3 quarters since.
Frontier Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.64M in Q4 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Frontier Asset Management's 13F filing for Q1 2026, filed 6 May 2026.