Hudson Portfolio Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Hudson Portfolio 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	$914K	Sell	7,781 -550	-7%	-$64.8K	0.69%	43
2026 Q1	$988K	Hold	8,331	–	–	0.83%	42
2025 Q4	$994K	Buy	8,331 +2,825	+51%	+$338K	0.86%	40
2025 Q3	$658K	Sell	5,506 -1,850	-25%	-$220K	0.58%	56
2025 Q2	$876K	Sell	7,356 -1,000	-12%	-$118K	0.82%	43
2025 Q1	$987K	Sell	8,356 -1,445	-15%	-$168K	0.95%	37
2024 Q4	$1.13M	Buy	9,801 +4,025	+70%	+$470K	1.11%	32
2024 Q3	$691K	Buy	+5,776	New	+$683K	0.68%	51

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

Hudson Portfolio Management's IEI Position: Q2 2026 in Review

Hudson Portfolio Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.6% in Q2 2026, selling an estimated $64.8K and leaving 7,781 shares worth $914K. The position accounts for 0.69% of the portfolio, ranked #43.

Hudson Portfolio Management first reported a position in IEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Hudson Portfolio Management held 7,781 shares of iShares 3-7 Year Treasury Bond ETF worth $914K as of Q2 2026.
Hudson Portfolio Management sold 550 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $64.8K.
iShares 3-7 Year Treasury Bond ETF made up 0.69% of Hudson Portfolio Management's portfolio in Q2 2026, its #43 holding.
Hudson Portfolio Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Hudson Portfolio Management's iShares 3-7 Year Treasury Bond ETF position peaked at $1.13M in Q4 2024.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.