Jackson Hole Capital Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Jackson Hole Capital Partners’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	$12.1K	Hold	102	–	–	﹤0.01%	281
2025 Q4	$12.2K	Hold	102	–	–	﹤0.01%	277
2025 Q3	$12.2K	Hold	102	–	–	﹤0.01%	272
2025 Q2	$12.1K	Hold	102	–	–	﹤0.01%	254
2025 Q1	$12.1K	Hold	102	–	–	﹤0.01%	252
2024 Q4	$11.8K	Hold	102	–	–	﹤0.01%	250
2024 Q3	$12.2K	Hold	102	–	–	﹤0.01%	244
2024 Q2	$11.8K	Hold	102	–	–	﹤0.01%	247
2024 Q1	$11.8K	Hold	102	–	–	﹤0.01%	247
2023 Q4	$11.9K	Hold	102	–	–	﹤0.01%	247
2023 Q3	$11.5K	Hold	102	–	–	﹤0.01%	232
2023 Q2	$11.8K	Hold	102	–	–	﹤0.01%	249
2023 Q1	$12K	Hold	102	–	–	﹤0.01%	271
2022 Q4	$11.7K	Hold	102	–	–	﹤0.01%	237
2022 Q3	$12K	Buy	102 +11	+12%	+$1.3K	﹤0.01%	233
2022 Q2	$11K	Hold	91	–	–	﹤0.01%	215
2022 Q1	$11K	Hold	91	–	–	﹤0.01%	226
2021 Q4	$12K	Hold	91	–	–	﹤0.01%	213
2021 Q3	$12K	Hold	91	–	–	﹤0.01%	222
2021 Q2	$12K	Sell	91 -2	-2%	-$261	﹤0.01%	219
2021 Q1	$12K	Buy	+93	New	+$12.2K	﹤0.01%	216

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 $58.2B AUM 22.78% 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

Jackson Hole Capital Partners's IEI Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 102 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Jackson Hole Capital Partners first reported a position in IEI in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.2K in Q3 2024. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Jackson Hole Capital Partners held 102 shares of iShares 3-7 Year Treasury Bond ETF worth $12.1K as of Q1 2026.
Jackson Hole Capital Partners 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 Jackson Hole Capital Partners's portfolio in Q1 2026, its #281 holding.
Jackson Hole Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
Jackson Hole Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $12.2K in Q3 2024.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.