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

GeoWealth 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 		$1.07M Buy
9,014
+663
+8% +$79.1K 0.04% 271
2025
Q4 		$997K Sell
8,351
-614
-7% -$73.5K 0.04% 275
2025
Q3 		$1.07M Buy
8,965
+740
+9% +$88K 0.04% 287
2025
Q2 		$980K Sell
8,225
-203
-2% -$23.9K 0.04% 262
2025
Q1 		$996K Buy
8,428
+238
+3% +$27.7K 0.04% 264
2024
Q4 		$946K Sell
8,190
-5,054
-38% -$590K 0.03% 308
2024
Q3 		$1.58M Sell
13,244
-30,045
-69% -$3.55M 0.06% 220
2024
Q2 		$5M Sell
43,289
-6,961
-14% -$798K 0.22% 71
2024
Q1 		$5.82M Sell
50,250
-46,564
-48% -$5.4M 0.23% 82
2023
Q4 		$11.3M Buy
96,814
+42,000
+77% +$4.79M 0.94% 26
2023
Q3 		$6.2M Sell
54,814
-27,421
-33% -$3.14M 0.7% 38
2023
Q2 		$9.48M Buy
82,235
+29,763
+57% +$3.49M 1.02% 22
2023
Q1 		$6.17M Sell
52,472
-26,564
-34% -$3.09M 0.72% 25
2022
Q4 		$9.08M Sell
79,036
-5,656
-7% -$649K 0.96% 20
2022
Q3 		$9.68M Buy
+84,692
New +$10M 1.06% 13
2022
Q1 		– Sell
-27,412
Closed -$3.53M – 408
2021
Q4 		$3.53M Buy
27,412
+1,963
+8% +$253K 0.29% 77
2021
Q3 		$3.31M Buy
25,449
+943
+4% +$124K 0.27% 82
2021
Q2 		$3.2M Buy
24,506
+2,770
+13% +$362K 0.4% 63
2021
Q1 		$2.82M Sell
21,736
-1,376
-6% -$181K 0.44% 57
2020
Q4 		$3.08M Sell
23,112
-16,822
-42% -$2.24M 0.49% 55
2020
Q3 		$5.32M Sell
39,934
-5,719
-13% -$764K 1.61% 16
2020
Q2 		$6.1M Buy
+45,653
New +$6.09M 2.52% 7

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

GeoWealth Management's IEI Position: Q1 2026 in Review

GeoWealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.9% in Q1 2026, buying an estimated $79.1K and bringing the position to 9,014 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #271.

GeoWealth Management first reported a position in IEI in Q2 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • GeoWealth Management held 9,014 shares of iShares 3-7 Year Treasury Bond ETF worth $1.07M as of Q1 2026.
  • GeoWealth Management bought 663 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $79.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #271 holding.
  • GeoWealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • GeoWealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $11.3M in Q4 2023.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.