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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's IEI Position: Q1 2026 in Review

IEQ Capital reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 30% in Q1 2026, selling an estimated $203K and leaving 4,071 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

IEQ Capital first reported a position in IEI in Q1 2022 and has held it in 8 quarters since. The position peaked at $689K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

IEQ Capital held 4,071 shares of iShares 3-7 Year Treasury Bond ETF worth $483K as of Q1 2026.
IEQ Capital sold 1,705 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $203K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1324 holding.
IEQ Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
IEQ Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $689K in Q4 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.