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

Jump Financial’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	–	Sell	-6,959	Closed	-$831K	–	2123
2025 Q4	$831K	Buy	+6,959	New	+$833K	0.01%	1056
2025 Q2	–	Sell	-10,692	Closed	-$1.26M	–	1950
2025 Q1	$1.26M	Sell	10,692 -6,677	-38%	-$778K	0.02%	741
2024 Q4	$2.01M	Sell	17,369 -26,371	-60%	-$3.08M	0.04%	510
2024 Q3	$5.23M	Buy	43,740 +25,923	+145%	+$3.06M	0.11%	217
2024 Q2	$2.06M	Buy	+17,817	New	+$2.04M	0.04%	543
2024 Q1	–	Sell	-35,189	Closed	-$4.12M	–	2061
2023 Q4	$4.12M	Buy	+35,189	New	+$4.02M	0.13%	156
2022 Q4	–	Sell	-8,728	Closed	-$997K	–	1789
2022 Q3	$997K	Buy	+8,728	New	+$1.03M	0.04%	622
2022 Q1	–	Sell	-39,431	Closed	-$5.07M	–	1701
2021 Q4	$5.07M	Buy	39,431 +6,784	+21%	+$876K	0.32%	23
2021 Q3	$4.25M	Buy	+32,647	New	+$4.28M	0.31%	28

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 $49B AUM 17.78% 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

Jump Financial's IEI Position: Q1 2026 in Review

Jump Financial sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 6,959 shares — an estimated $831K sold.

Jump Financial first reported a position in IEI in Q3 2021 and held it in 9 quarters. The position peaked at $5.23M in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Jump Financial reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Jump Financial sold 6,959 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $831K.
Jump Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 9 quarters.
Jump Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $5.23M in Q3 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.