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

JPL Wealth Management’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 		$7.05M Buy
59,473
+7,088
+14% +$845K 1.62% 18
2025
Q4 		$6.25M Buy
52,385
+7,567
+17% +$906K 1.52% 19
2025
Q3 		$5.36M Buy
44,818
+1,982
+5% +$236K 1.27% 21
2025
Q2 		$5.1M Buy
42,836
+4,380
+11% +$517K 1.38% 23
2025
Q1 		$4.54M Buy
38,456
+2,746
+8% +$320K 1.3% 25
2024
Q4 		$4.13M Buy
+35,710
New +$4.17M 1.18% 26
2024
Q2 		$1.7M Buy
14,740
+2,794
+23% +$320K 0.83% 59
2024
Q1 		$1.38M Buy
11,946
+3,791
+46% +$440K 0.76% 60
2023
Q4 		$955K Buy
+8,155
New +$931K 0.69% 70

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

JPL Wealth Management's IEI Position: Q1 2026 in Review

JPL Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 14% in Q1 2026, buying an estimated $845K and bringing the position to 59,473 shares worth $7.05M. The position accounts for 1.62% of the portfolio, ranked #18.

JPL Wealth Management first reported a position in IEI in Q4 2023 and has held it in 9 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • JPL Wealth Management held 59,473 shares of iShares 3-7 Year Treasury Bond ETF worth $7.05M as of Q1 2026.
  • JPL Wealth Management bought 7,088 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $845K.
  • iShares 3-7 Year Treasury Bond ETF made up 1.62% of JPL Wealth Management's portfolio in Q1 2026, its #18 holding.
  • JPL Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.