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Greykasell Wealth Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Greykasell Wealth Strategies’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 		$44.9K Buy
379
+2
+0.5% +$239 0.02% 254
2025
Q4 		$44.9K Buy
377
+5
+1% +$598 0.02% 247
2025
Q3 		$44.5K Buy
+372
New +$44.3K 0.02% 215

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 $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Greykasell Wealth Strategies's IEI Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.53% in Q1 2026, buying an estimated $239 and bringing the position to 379 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #254.

Greykasell Wealth Strategies first reported a position in IEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $44.9K in Q4 2025. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Greykasell Wealth Strategies held 379 shares of iShares 3-7 Year Treasury Bond ETF worth $44.9K as of Q1 2026.
  • Greykasell Wealth Strategies bought 2 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $239.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #254 holding.
  • Greykasell Wealth Strategies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's iShares 3-7 Year Treasury Bond ETF position peaked at $44.9K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.