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Hantz Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hantz Financial Services’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 		$21.3M Sell
181,640
-45,622
-20% -$5.37M 0.29% 50
2026
Q1 		$27M Buy
227,262
+80,172
+55% +$9.56M 0.41% 41
2025
Q4 		$17.6M Sell
147,090
-43,471
-23% -$5.2M 0.26% 60
2025
Q3 		$22.8M Buy
190,561
+6,634
+4% +$789K 0.34% 50
2025
Q2 		$21.9M Buy
183,927
+182,397
+11,921% +$21.5M 0.35% 55
2025
Q1 		$181K Sell
1,530
-126,846
-99% -$14.8M ﹤0.01% 572
2024
Q4 		$14.8M Buy
128,376
+279
+0.2% +$32.6K 0.26% 71
2024
Q3 		$15.3M Sell
128,097
-10,680
-8% -$1.26M 0.27% 75
2024
Q2 		$16M Sell
138,777
-179,898
-56% -$20.6M 0.31% 70
2024
Q1 		$36.9M Buy
318,675
+141,952
+80% +$16.5M 0.72% 30
2023
Q4 		$20.7M Sell
176,723
-15,613
-8% -$1.78M 0.45% 51
2023
Q3 		$21.8M Buy
192,336
+16,913
+10% +$1.93M 0.55% 45
2023
Q2 		$20.2M Buy
175,423
+66,118
+60% +$7.74M 0.51% 47
2023
Q1 		$12.9M Buy
109,305
+17,569
+19% +$2.04M 0.35% 75
2022
Q4 		$10.5M Buy
91,736
+25,572
+39% +$2.93M 0.32% 93
2022
Q3 		$7.56M Buy
66,164
+26,266
+66% +$3.11M 0.26% 118
2022
Q2 		$4.76M Buy
+39,898
New +$4.77M 0.16% 175

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hantz Financial Services's IEI Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, selling an estimated $5.37M and leaving 181,640 shares worth $21.3M. The position accounts for 0.29% of the portfolio, ranked #50.

Hantz Financial Services first reported a position in IEI in Q2 2022 and has held it in 17 quarters since. The position peaked at $36.9M in Q1 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Hantz Financial Services held 181,640 shares of iShares 3-7 Year Treasury Bond ETF worth $21.3M as of Q2 2026.
  • Hantz Financial Services sold 45,622 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.37M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.29% of Hantz Financial Services's portfolio in Q2 2026, its #50 holding.
  • Hantz Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Hantz Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $36.9M in Q1 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.