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

Key Financial Inc’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	-3	Closed	-$358	–	1431
2025 Q4	$358	Hold	3	–	–	﹤0.01%	1346
2025 Q3	$358	Hold	3	–	–	﹤0.01%	1361
2025 Q2	$357	Hold	3	–	–	﹤0.01%	1356
2025 Q1	$354	Hold	3	–	–	﹤0.01%	1313
2024 Q4	$347	Hold	3	–	–	﹤0.01%	1318
2024 Q3	$359	Hold	3	–	–	﹤0.01%	1286
2024 Q2	$346	Hold	3	–	–	﹤0.01%	1280
2024 Q1	$347	Hold	3	–	–	﹤0.01%	1252
2023 Q4	$351	Hold	3	–	–	﹤0.01%	1255
2023 Q3	$339	Hold	3	–	–	﹤0.01%	1279
2023 Q2	$346	Hold	3	–	–	﹤0.01%	1322
2023 Q1	$353	Hold	3	–	–	﹤0.01%	1116
2022 Q4	$343	Hold	3	–	–	﹤0.01%	1117
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1144
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1123
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1082
2021 Q4	$0	Sell	3 -191	-98%	-$24.7K	﹤0.01%	975
2021 Q3	$25K	Buy	194 +191	+6,367%	+$25K	0.01%	433
2021 Q2	$0	Hold	3	–	–	﹤0.01%	872
2021 Q1	$0	Hold	3	–	–	﹤0.01%	780
2020 Q4	$0	Buy	+3	New	+$399	﹤0.01%	724
2020 Q2	–	Sell	-3	Closed	–	–	340
2020 Q1	$0	Buy	+3	New	+$387	﹤0.01%	699

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 $58.2B AUM 22.78% 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

Key Financial Inc's IEI Position: Q1 2026 in Review

Key Financial Inc sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3 shares — an estimated $358 sold.

Key Financial Inc first reported a position in IEI in Q1 2020 and held it in 22 quarters. The position peaked at $25K in Q3 2021. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Key Financial Inc reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 3 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $358.
Key Financial Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 22 quarters.
Key Financial Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $25K in Q3 2021.
834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.