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Gould Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gould Capital’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 		$15M Buy
126,530
+20,417
+19% +$2.44M 9.08% 2
2025
Q4 		$12.7M Sell
106,113
-1,587
-1% -$190K 7.8% 2
2025
Q3 		$12.9M Buy
107,700
+1,074
+1% +$128K 7.97% 2
2025
Q2 		$12.7M Sell
106,626
-121
-0.1% -$14.3K 8.48% 2
2025
Q1 		$12.6M Buy
106,747
+3,985
+4% +$464K 8.81% 1
2024
Q4 		$11.9M Sell
102,762
-504
-0.5% -$58.8K 8.26% 1
2024
Q3 		$12.4M Buy
103,266
+1,050
+1% +$124K 8.12% 1
2024
Q2 		$11.8M Sell
102,216
-9
-0% -$1.03K 8.32% 1
2024
Q1 		$11.8M Buy
102,225
+8,600
+9% +$998K 8.34% 1
2023
Q4 		$11M Sell
93,625
-3,360
-3% -$383K 8.02% 1
2023
Q3 		$10.9M Sell
96,985
-508
-0.5% -$58.1K 8.81% 1
2023
Q2 		$11.2M Sell
97,493
-2,244
-2% -$263K 8.59% 1
2023
Q1 		$11.7M Buy
99,737
+894
+0.9% +$104K 9.04% 1
2022
Q4 		$11.4M Sell
98,843
-1,364
-1% -$156K 9.07% 1
2022
Q3 		$11.5M Sell
100,207
-706
-0.7% -$83.6K 9.9% 1
2022
Q2 		$12M Buy
100,913
+569
+0.6% +$68K 9.69% 1
2022
Q1 		$12.2M Buy
100,344
+10,178
+11% +$1.28M 8.8% 1
2021
Q4 		$11.6M Buy
+90,166
New +$11.6M 8.12% 1

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

Gould Capital's IEI Position: Q1 2026 in Review

Gould Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 19% in Q1 2026, buying an estimated $2.44M and bringing the position to 126,530 shares worth $15M. The position accounts for 9.08% of the portfolio, ranked #2.

Gould Capital first reported a position in IEI in Q4 2021 and has held it in 18 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Gould Capital held 126,530 shares of iShares 3-7 Year Treasury Bond ETF worth $15M as of Q1 2026.
  • Gould Capital bought 20,417 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.44M.
  • iShares 3-7 Year Treasury Bond ETF made up 9.08% of Gould Capital's portfolio in Q1 2026, its #2 holding.
  • Gould Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.