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JDM Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

JDM Financial Group’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 		$695K Sell
5,856
-5,975
-51% -$713K 0.27% 37
2025
Q4 		$1.41M Sell
11,831
-208
-2% -$24.9K 0.55% 28
2025
Q3 		$1.44M Buy
+12,039
New +$1.43M 0.6% 25
2025
Q1 		– Sell
-123
Closed -$14.2K – 320
2024
Q4 		$14.2K Buy
+123
New +$14.4K 0.01% 149

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 $49B AUM 17.78% 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

JDM Financial Group's IEI Position: Q1 2026 in Review

JDM Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 51% in Q1 2026, selling an estimated $713K and leaving 5,856 shares worth $695K. The position accounts for 0.27% of the portfolio, ranked #37.

JDM Financial Group first reported a position in IEI in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.44M in Q3 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • JDM Financial Group held 5,856 shares of iShares 3-7 Year Treasury Bond ETF worth $695K as of Q1 2026.
  • JDM Financial Group sold 5,975 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $713K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.27% of JDM Financial Group's portfolio in Q1 2026, its #37 holding.
  • JDM Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • JDM Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.44M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.