IW
IEI icon

Imprint Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Imprint Wealth’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 		$1.07K Hold
9
– – ﹤0.01% 265
2025
Q4 		$1.07K Sell
9
-9
-50% -$1.08K 0.01% 284
2025
Q3 		$2.15K Buy
+18
New +$2.14K 0.01% 272
2023
Q3 		– Sell
-2,372
Closed -$272K – 163
2023
Q2 		$272K Buy
2,372
+40
+2% +$4.68K 0.17% 147
2023
Q1 		$276K Buy
+2,332
New +$271K 0.18% 134

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Imprint Wealth's IEI Position: Q1 2026 in Review

Imprint Wealth held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 9 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Imprint Wealth first reported a position in IEI in Q1 2023 and has held it in 5 quarters since. The position peaked at $276K in Q1 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Imprint Wealth held 9 shares of iShares 3-7 Year Treasury Bond ETF worth $1.07K as of Q1 2026.
  • Imprint Wealth left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Imprint Wealth's portfolio in Q1 2026, its #265 holding.
  • Imprint Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $276K in Q1 2023.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.