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Key Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Key Capital 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
Q2 		$1.18K Buy
+10
New +$1.18K ﹤0.01% 644
2026
Q1 		– Sell
-237
Closed -$28.3K – 721
2025
Q4 		$28.3K Buy
+237
New +$28.4K 0.03% 186

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Key Capital Management's IEI Position: Q2 2026 in Review

Key Capital Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 10 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Key Capital Management previously reported a position in IEI as recently as Q4 2025.

Key Capital Management first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $28.3K in Q4 2025. 504 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Key Capital Management held 10 shares of iShares 3-7 Year Treasury Bond ETF worth $1.18K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Key Capital Management position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #644 holding.
  • Key Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Key Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $28.3K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.