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

Global Trust 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	$16.4M	Buy	140,020 +43,188	+45%	+$5.08M	5.14%	2
2026 Q1	$11.5M	Buy	96,832 +10,860	+13%	+$1.3M	4.39%	2
2025 Q4	$10.3M	Buy	85,972 +85,947	+343,788%	+$10.3M	4.05%	3
2025 Q3	$2.99K	Buy	+25	New	+$2.97K	﹤0.01%	442
2024 Q4	–	Sell	-69	Closed	-$8.25K	–	529
2024 Q3	$8.25K	Buy	+69	New	+$8.15K	﹤0.01%	394

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

Global Trust Asset Management's IEI Position: Q2 2026 in Review

Global Trust Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 45% in Q2 2026, buying an estimated $5.08M and bringing the position to 140,020 shares worth $16.4M. The position accounts for 5.14% of the portfolio, ranked #2.

Global Trust Asset Management first reported a position in IEI in Q3 2024 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Global Trust Asset Management held 140,020 shares of iShares 3-7 Year Treasury Bond ETF worth $16.4M as of Q2 2026.
Global Trust Asset Management bought 43,188 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.08M.
iShares 3-7 Year Treasury Bond ETF made up 5.14% of Global Trust Asset Management's portfolio in Q2 2026, its #2 holding.
Global Trust Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.