HI
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Horizon Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Horizon Investments’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 		$7K Sell
60
-180
-75% -$21.2K ﹤0.01% 1223
2026
Q1 		$28.3K Buy
240
+151
+170% +$18K ﹤0.01% 1157
2025
Q4 		$10.6K Buy
89
+48
+117% +$5.74K ﹤0.01% 1165
2025
Q3 		$4.87K Buy
+41
New +$4.88K ﹤0.01% 1064
2024
Q1 		– Sell
-11
Closed -$1.28K – 836
2023
Q4 		$1.28K Hold
11
– – ﹤0.01% 663
2023
Q3 		$1.24K Sell
11
-241,162
-100% -$27.6M ﹤0.01% 685
2023
Q2 		$27.7M Sell
241,173
-60,412
-20% -$7.08M 0.8% 24
2023
Q1 		$35.4M Buy
+301,585
New +$35M 1.05% 20
2019
Q3 		– Sell
-117,477
Closed -$14.8M – 481
2019
Q2 		$14.8M Buy
+117,477
New +$14.5M 0.41% 29
2018
Q1 		– Sell
-154,942
Closed -$19.1M – 215
2017
Q4 		$19.1M Buy
154,942
+7,748
+5% +$952K 1.19% 19
2017
Q3 		$18.2M Buy
+147,194
New +$18.3M 1.04% 24
2016
Q2 		– Sell
-476,830
Closed -$60.1M – 120
2016
Q1 		$60.1M Buy
476,830
+436,133
+1,072% +$54.5M 4.82% 8
2015
Q4 		$4.99M Sell
40,697
-291,494
-88% -$36M 0.39% 24
2015
Q3 		$41.4M Buy
+332,191
New +$41M 3.83% 9
2014
Q3 		– Sell
-14,820
Closed -$1.8M – 129
2014
Q2 		$1.8M Sell
14,820
-23
-0.2% -$2.79K 0.22% 52
2014
Q1 		$1.79M Sell
14,843
-148,311
-91% -$18M 0.23% 39
2013
Q4 		$19.6M Buy
163,154
+117,957
+261% +$14.3M 2.98% 7
2013
Q3 		$5.48M Buy
+45,197
New +$5.44M 1.27% 11

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

Horizon Investments's IEI Position: Q2 2026 in Review

Horizon Investments reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 75% in Q2 2026, selling an estimated $21.2K and leaving 60 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Horizon Investments first reported a position in IEI in Q3 2013 and has held it in 18 quarters since. The position peaked at $60.1M in Q1 2016. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Horizon Investments held 60 shares of iShares 3-7 Year Treasury Bond ETF worth $7K as of Q2 2026.
  • Horizon Investments sold 180 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.2K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1223 holding.
  • Horizon Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 18 quarters since.
  • Horizon Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $60.1M in Q1 2016.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.