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IFC & Insurance Marketing’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-1,414
Closed -$169K – 335
2025
Q4 		$169K Buy
+1,414
New +$169K 0.17% 66

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Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFC & Insurance Marketing's IEI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,414 shares — an estimated $169K sold.

IFC & Insurance Marketing first reported a position in IEI in Q4 2025 and held it in 1 quarter. The position peaked at $169K in Q4 2025. 838 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,414 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $169K.
  • IFC & Insurance Marketing first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares 3-7 Year Treasury Bond ETF position peaked at $169K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.