GAM
IEI icon

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

Gotham 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 		$4.69M Buy
39,564
+24,456
+162% +$2.92M 0.01% 880
2025
Q4 		$1.8M Buy
+15,108
New +$1.81M 0.01% 1069

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

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

Gotham Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 162% in Q1 2026, buying an estimated $2.92M and bringing the position to 39,564 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #880.

Gotham Asset Management first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Gotham Asset Management held 39,564 shares of iShares 3-7 Year Treasury Bond ETF worth $4.69M as of Q1 2026.
  • Gotham Asset Management bought 24,456 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.92M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #880 holding.
  • Gotham Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.