IEQ Capital’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

IEQ Capital’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	$290K	Sell	2,467 -1,604	-39%	-$189K	﹤0.01%	1658
2026 Q1	$483K	Sell	4,071 -1,705	-30%	-$203K	﹤0.01%	1324
2025 Q4	$689K	Buy	5,776 +20	+0.3%	+$2.39K	﹤0.01%	1188
2025 Q3	$688K	Buy	5,756 +151	+3%	+$18K	﹤0.01%	1163
2025 Q2	$667K	Buy	5,605 +1,970	+54%	+$232K	﹤0.01%	1017
2025 Q1	$429K	Buy	+3,635	New	+$423K	﹤0.01%	1037
2022 Q4	–	Sell	-3,262	Closed	-$373K	–	856
2022 Q3	$373K	Buy	3,262 +11	+0.3%	+$1.3K	0.01%	608
2022 Q2	$388K	Buy	3,251 +7	+0.2%	+$837	0.01%	534
2022 Q1	$396K	Buy	+3,244	New	+$407K	0.01%	562

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 22.9% 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

IEQ Capital's IEI Position: Q2 2026 in Review

IEQ Capital reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 39% in Q2 2026, selling an estimated $189K and leaving 2,467 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

IEQ Capital first reported a position in IEI in Q1 2022 and has held it in 9 quarters since. The position peaked at $689K in Q4 2025. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

IEQ Capital held 2,467 shares of iShares 3-7 Year Treasury Bond ETF worth $290K as of Q2 2026.
IEQ Capital sold 1,604 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $189K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1658 holding.
IEQ Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
IEQ Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $689K in Q4 2025.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.