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 Q3	$6.87M	Buy	60,597 +1,783	+3%	+$207K	1.3%	22
2026 Q2	$6.91M	Sell	58,814 -3,260	-5%	-$384K	1.24%	25
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 $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Frontier Asset Management's IEI Position: Q3 2026 in Review

Frontier Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3% in Q3 2026, buying an estimated $207K and bringing the position to 60,597 shares worth $6.87M. The position accounts for 1.3% of the portfolio, ranked #22.

Frontier Asset Management first reported a position in IEI in Q4 2021 and has held it in 5 quarters since. The position peaked at $7.64M in Q4 2025. 593 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Frontier Asset Management held 60,597 shares of iShares 3-7 Year Treasury Bond ETF worth $6.87M as of Q3 2026.
Frontier Asset Management bought 1,783 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $207K.
iShares 3-7 Year Treasury Bond ETF made up 1.3% of Frontier Asset Management's portfolio in Q3 2026, its #22 holding.
Frontier Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Frontier Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.64M in Q4 2025.
593 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Frontier Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.