IRC
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Investors Research Corp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Investors Research Corp’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 		$192K Buy
1,636
+70
+4% +$8.24K 0.03% 275
2026
Q1 		$186K Sell
1,566
-222
-12% -$26.5K 0.04% 276
2025
Q4 		$213K Buy
1,788
+196
+12% +$23.5K 0.04% 284
2025
Q3 		$190K Buy
1,592
+18
+1% +$2.14K 0.04% 308
2025
Q2 		$187K Buy
1,574
+64
+4% +$7.55K 0.04% 306
2025
Q1 		$178K Buy
1,510
+5
+0.3% +$582 0.04% 306
2024
Q4 		$174K Buy
1,505
+23
+2% +$2.68K 0.04% 315
2024
Q3 		$177K Buy
1,482
+58
+4% +$6.85K 0.04% 321
2024
Q2 		$164K Sell
1,424
-482
-25% -$55.3K 0.04% 329
2024
Q1 		$221K Buy
1,906
+97
+5% +$11.3K 0.05% 304
2023
Q4 		$212K Sell
1,809
-124
-6% -$14.2K 0.05% 322
2023
Q3 		$219K Buy
1,933
+128
+7% +$14.6K 0.06% 307
2023
Q2 		$208K Buy
1,805
+113
+7% +$13.2K 0.05% 320
2023
Q1 		$199K Buy
1,692
+191
+13% +$22.2K 0.05% 326
2022
Q4 		$172K Buy
1,501
+147
+11% +$16.9K 0.05% 343
2022
Q3 		$155K Buy
1,354
+198
+17% +$23.4K 0.05% 330
2022
Q2 		$138K Buy
1,156
+65
+6% +$7.77K 0.04% 360
2022
Q1 		$133K Buy
1,091
+169
+18% +$21.2K 0.04% 370
2021
Q4 		$119K Buy
922
+186
+25% +$24K 0.04% 375
2021
Q3 		$96K Buy
736
+26
+4% +$3.41K 0.03% 406
2021
Q2 		$93K Buy
710
+141
+25% +$18.4K 0.03% 420
2021
Q1 		$74K Hold
569
– – 0.03% 440
2020
Q4 		$76K Buy
569
+138
+32% +$18.3K 0.03% 456
2020
Q3 		$58K Buy
431
+157
+57% +$21K 0.03% 476
2020
Q2 		$37K Buy
274
+106
+63% +$14.1K 0.02% 548
2020
Q1 		$22K Buy
+168
New +$21.6K 0.01% 587

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Investors Research Corp's IEI Position: Q2 2026 in Review

Investors Research Corp increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.5% in Q2 2026, buying an estimated $8.24K and bringing the position to 1,636 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #275.

Investors Research Corp first reported a position in IEI in Q1 2020 and has held it in 26 quarters since. The position peaked at $221K in Q1 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Investors Research Corp held 1,636 shares of iShares 3-7 Year Treasury Bond ETF worth $192K as of Q2 2026.
  • Investors Research Corp bought 70 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.24K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #275 holding.
  • Investors Research Corp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's iShares 3-7 Year Treasury Bond ETF position peaked at $221K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.