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 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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frontier Asset Management's IEI Position: Q2 2026 in Review

Frontier Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.3% in Q2 2026, selling an estimated $384K and leaving 58,814 shares worth $6.91M. The position accounts for 1.24% of the portfolio, ranked #25.

Frontier Asset Management first reported a position in IEI in Q4 2021 and has held it in 4 quarters since. The position peaked at $7.64M in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Frontier Asset Management held 58,814 shares of iShares 3-7 Year Treasury Bond ETF worth $6.91M as of Q2 2026.
Frontier Asset Management sold 3,260 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $384K.
iShares 3-7 Year Treasury Bond ETF made up 1.24% of Frontier Asset Management's portfolio in Q2 2026, its #25 holding.
Frontier Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
Frontier Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $7.64M in Q4 2025.
819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Frontier Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.