Hanson & Doremus Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hanson & Doremus Investment 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	$43K	Hold	365	–	–	﹤0.01%	334
2026 Q1	$43K	Hold	365	–	–	﹤0.01%	349
2025 Q4	$44K	Hold	365	–	–	0.01%	329
2025 Q3	$44K	Buy	365 +200	+121%	+$23.8K	0.01%	339
2025 Q2	$20K	Hold	165	–	–	﹤0.01%	395
2025 Q1	$19K	Buy	+165	New	+$19.2K	﹤0.01%	391
2024 Q1	–	Sell	-99	Closed	-$12K	–	494
2023 Q4	$12K	Buy	+99	New	+$11.3K	﹤0.01%	396
2019 Q2	–	Sell	-1,477	Closed	-$182K	–	481
2019 Q1	$182K	Hold	1,477	–	–	0.06%	172
2018 Q4	$179K	Hold	1,477	–	–	0.06%	171
2018 Q3	$176K	Buy	1,477 +65	+5%	+$7.77K	0.06%	185
2018 Q2	$169K	Hold	1,412	–	–	0.06%	181
2018 Q1	$170K	Buy	1,412 +41	+3%	+$4.94K	0.05%	192
2017 Q4	$167K	Hold	1,371	–	–	0.06%	186
2017 Q3	$169K	Buy	1,371 +60	+5%	+$7.44K	0.06%	184
2017 Q2	$162K	Buy	1,311 +25	+2%	+$3.09K	0.06%	179
2017 Q1	$158K	Hold	1,286	–	–	0.06%	186
2016 Q4	$158K	Hold	1,286	–	–	0.07%	176
2016 Q3	$163K	Hold	1,286	–	–	0.08%	171
2016 Q2	$164K	Hold	1,286	–	–	0.07%	166
2016 Q1	$162K	Hold	1,286	–	–	0.07%	174
2015 Q4	$158K	Sell	1,286 -24	-2%	-$2.96K	0.07%	178
2015 Q3	$163K	Hold	1,310	–	–	0.08%	166
2015 Q2	$161K	Hold	1,310	–	–	0.07%	180
2015 Q1	$163K	Hold	1,310	–	–	0.07%	183
2014 Q4	$160K	Buy	1,310 +75	+6%	+$9.18K	0.07%	180
2014 Q3	$150K	Hold	1,235	–	–	0.07%	182
2014 Q2	$150K	Hold	1,235	–	–	0.07%	181
2014 Q1	$149K	Buy	1,235 +495	+67%	+$59.9K	0.07%	181
2013 Q4	$89K	Buy	740 +85	+13%	+$10.3K	0.04%	210
2013 Q3	$79K	Hold	655	–	–	0.04%	213
2013 Q2	$79K	Buy	+655	New	+$80.5K	0.04%	206

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

Hanson & Doremus Investment Management's IEI Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 365 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Hanson & Doremus Investment Management first reported a position in IEI in Q2 2013 and has held it in 31 quarters since. The position peaked at $182K in Q1 2019. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Hanson & Doremus Investment Management held 365 shares of iShares 3-7 Year Treasury Bond ETF worth $43K as of Q2 2026.
Hanson & Doremus Investment Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #334 holding.
Hanson & Doremus Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 31 quarters since.
Hanson & Doremus Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $182K in Q1 2019.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.