Insigneo Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$736K Buy
6,206
+223
+4% +$26.6K 0.05% 271
2025
Q4
$714K Buy
5,983
+1,783
+42% +$213K 0.05% 276
2025
Q3
$502K Buy
4,200
+453
+12% +$53.9K 0.04% 364
2025
Q2
$446K Buy
3,747
+1,654
+79% +$195K 0.04% 366
2025
Q1
$247K Buy
2,093
+118
+6% +$13.7K 0.03% 466
2024
Q4
$228K Buy
1,975
+237
+14% +$27.7K 0.02% 493
2024
Q3
$208K Sell
1,738
-60
-3% -$7.09K 0.02% 546
2024
Q2
$214K Buy
+1,798
New +$206K 0.02% 489

Other funds holding IEI

Insigneo Advisory Services's IEI Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q1 2026, buying an estimated $26.6K and bringing the position to 6,206 shares worth $736K. The position accounts for 0.05% of the portfolio, ranked #271.

Insigneo Advisory Services first reported a position in IEI in Q2 2024 and has held it in 8 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Insigneo Advisory Services held 6,206 shares of iShares 3-7 Year Treasury Bond ETF worth $736K as of Q1 2026.
  • Insigneo Advisory Services bought 223 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #271 holding.
  • Insigneo Advisory Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.