Krilogy Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Sell |
8,620
-913
| -10% | -$109K | 0.03% | 362 |
|
|
2025
Q4 | $1.14M | Buy |
9,533
+1,098
| +13% | +$131K | 0.04% | 327 |
|
|
2025
Q3 | $1M | Buy |
+8,435
| New | +$1M | 0.04% | 331 |
|
|
2024
Q1 | – | Sell |
-122,687
| Closed | -$14.4M | – | 227 |
|
|
2023
Q4 | $14.4M | Buy |
122,687
+110,360
| +895% | +$12.6M | 1.22% | 20 |
|
|
2023
Q3 | $1.39M | Sell |
12,327
-309
| -2% | -$35.3K | 0.13% | 131 |
|
|
2023
Q2 | $1.46M | Sell |
12,636
-4,161
| -25% | -$487K | 0.13% | 130 |
|
|
2023
Q1 | $1.98M | Sell |
16,797
-27,186
| -62% | -$3.16M | 0.17% | 113 |
|
|
2022
Q4 | $5.05M | Sell |
43,983
-6,231
| -12% | -$714K | 0.48% | 40 |
|
|
2022
Q3 | $5.74M | Sell |
50,214
-3,700
| -7% | -$438K | 0.69% | 27 |
|
|
2022
Q2 | $6.43M | Sell |
53,914
-11,092
| -17% | -$1.33M | 0.75% | 27 |
|
|
2022
Q1 | $7.93M | Buy |
65,006
+1,684
| +3% | +$211K | 0.81% | 28 |
|
|
2021
Q4 | $8.15M | Sell |
63,322
-2,537
| -4% | -$328K | 0.82% | 25 |
|
|
2021
Q3 | $8.57M | Sell |
65,859
-2,599
| -4% | -$341K | 0.86% | 25 |
|
|
2021
Q2 | $8.94M | Buy |
68,458
+4,184
| +7% | +$546K | 0.89% | 24 |
|
|
2021
Q1 | $8.35M | Buy |
64,274
+3,896
| +6% | +$513K | 0.88% | 23 |
|
|
2020
Q4 | $8.03M | Buy |
60,378
+5,845
| +11% | +$777K | 0.96% | 22 |
|
|
2020
Q3 | $7.29M | Buy |
54,533
+7,244
| +15% | +$968K | 1.01% | 21 |
|
|
2020
Q2 | $6.32M | Sell |
47,289
-46,519
| -50% | -$6.2M | 0.97% | 19 |
|
|
2020
Q1 | $12.5M | Sell |
93,808
-4,415
| -4% | -$569K | 2.38% | 12 |
|
|
2019
Q4 | $12.4M | Buy |
98,223
+10,827
| +12% | +$1.37M | 2.03% | 13 |
|
|
2019
Q3 | $11.1M | Buy |
87,396
+5,103
| +6% | +$645K | 2% | 13 |
|
|
2019
Q2 | $10.3M | Buy |
82,293
+78,317
| +1,970% | +$9.69M | 1.98% | 13 |
|
|
2019
Q1 | $490K | Buy |
3,976
+417
| +12% | +$50.8K | 0.1% | 108 |
|
|
2018
Q4 | $432K | Sell |
3,559
-13
| -0.4% | -$1.55K | 0.12% | 84 |
|
|
2018
Q3 | $425K | Buy |
3,572
+209
| +6% | +$25K | 0.1% | 86 |
|
|
2018
Q2 | $404K | Buy |
3,363
+604
| +22% | +$72.2K | 0.1% | 89 |
|
|
2018
Q1 | $333K | Sell |
2,759
-88
| -3% | -$10.6K | 0.08% | 112 |
|
|
2017
Q4 | $348K | Buy |
2,847
+279
| +11% | +$34.3K | 0.08% | 106 |
|
|
2017
Q3 | $317K | Buy |
2,568
+319
| +14% | +$39.6K | 0.08% | 110 |
|
|
2017
Q2 | $278K | Sell |
2,249
-444
| -16% | -$54.9K | 0.08% | 106 |
|
|
2017
Q1 | $330K | Hold |
2,693
| – | – | 0.1% | 90 |
|
|
2016
Q4 | $330K | Buy |
2,693
+62
| +2% | +$7.69K | 0.1% | 90 |
|
|
2016
Q3 | $333K | Buy |
2,631
+637
| +32% | +$80.7K | 0.11% | 88 |
|
|
2016
Q2 | $254K | Buy |
1,994
+149
| +8% | +$18.8K | 0.09% | 105 |
|
|
2016
Q1 | $232K | Buy |
+1,845
| New | +$231K | 0.1% | 96 |
|
|
2015
Q4 | – | Sell |
-1,701
| Closed | -$212K | – | 498 |
|
|
2015
Q3 | $212K | Buy |
+1,701
| New | +$210K | 0.1% | 81 |
|
Other funds holding IEI
Krilogy Financial's IEI Position: Q1 2026 in Review
Krilogy Financial reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.6% in Q1 2026, selling an estimated $109K and leaving 8,620 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #362.
Krilogy Financial first reported a position in IEI in Q3 2015 and has held it in 36 quarters since. The position peaked at $14.4M in Q4 2023. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.
- Krilogy Financial held 8,620 shares of iShares 3-7 Year Treasury Bond ETF worth $1.02M as of Q1 2026.
- Krilogy Financial sold 913 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $109K.
- iShares 3-7 Year Treasury Bond ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #362 holding.
- Krilogy Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2015 and has held it in 36 quarters since.
- Krilogy Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $14.4M in Q4 2023.
- 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.