Kestra Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kestra Investment 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	–	Sell	-4,665	Closed	-$557K	–	476
2025 Q4	$557K	Sell	4,665 -17	-0.4%	-$2.04K	0.01%	259
2025 Q3	$560K	Buy	4,682 +1,569	+50%	+$187K	0.02%	260
2025 Q2	$371K	Buy	+3,113	New	+$367K	0.01%	417
2025 Q1	–	Sell	-1,997	Closed	-$231K	–	1169
2024 Q4	$231K	Sell	1,997 -867	-30%	-$101K	0.01%	334
2024 Q3	$343K	Buy	+2,864	New	+$338K	0.01%	251

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's IEI Position: Q1 2026 in Review

Kestra Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 4,665 shares — an estimated $557K sold.

Kestra Investment Management first reported a position in IEI in Q3 2024 and held it in 5 quarters. The position peaked at $560K in Q3 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Kestra Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 4,665 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $557K.
Kestra Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
Kestra Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $560K in Q3 2025.
836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.