KPWS
IEI icon

Kestra Private Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kestra Private Wealth Services’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 		$9.7M Buy
81,764
+1,995
+3% +$238K 0.12% 189
2025
Q4 		$9.52M Sell
79,769
-677
-0.8% -$81K 0.12% 189
2025
Q3 		$9.61M Sell
80,446
-8,087
-9% -$962K 0.13% 184
2025
Q2 		$10.5M Buy
88,533
+13,928
+19% +$1.64M 0.15% 155
2025
Q1 		$8.81M Buy
74,605
+20,964
+39% +$2.44M 0.15% 164
2024
Q4 		$6.2M Buy
53,641
+7,678
+17% +$896K 0.11% 207
2024
Q3 		$5.5M Buy
45,963
+4,803
+12% +$568K 0.1% 218
2024
Q2 		$4.75M Buy
41,160
+1,273
+3% +$146K 0.1% 226
2024
Q1 		$4.62M Buy
39,887
+850
+2% +$98.6K 0.1% 212
2023
Q4 		$4.57M Buy
39,037
+13,297
+52% +$1.52M 0.12% 202
2023
Q3 		$2.91M Buy
25,740
+13,132
+104% +$1.5M 0.09% 241
2023
Q2 		$1.45M Buy
12,608
+10,578
+521% +$1.24M 0.05% 356
2023
Q1 		$239K Buy
+2,030
New +$236K 0.01% 852

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

Kestra Private Wealth Services's IEI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.5% in Q1 2026, buying an estimated $238K and bringing the position to 81,764 shares worth $9.7M. The position accounts for 0.12% of the portfolio, ranked #189.

Kestra Private Wealth Services first reported a position in IEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q2 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Kestra Private Wealth Services held 81,764 shares of iShares 3-7 Year Treasury Bond ETF worth $9.7M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,995 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $238K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #189 holding.
  • Kestra Private Wealth Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Kestra Private Wealth Services's iShares 3-7 Year Treasury Bond ETF position peaked at $10.5M in Q2 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.