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

Leavell 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 Q2	$11.4M	Sell	96,789 -8,665	-8%	-$1.02M	0.42%	59
2026 Q1	$12.5M	Sell	105,454 -11,128	-10%	-$1.33M	0.51%	38
2025 Q4	$13.9M	Sell	116,582 -20,645	-15%	-$2.47M	0.58%	34
2025 Q3	$16.4M	Buy	137,227 +1,575	+1%	+$187K	0.69%	30
2025 Q2	$16.2M	Sell	135,652 -45,369	-25%	-$5.35M	0.72%	29
2025 Q1	$21.4M	Buy	181,021 +7,186	+4%	+$837K	1.06%	17
2024 Q4	$20.1M	Buy	173,835 +25,152	+17%	+$2.94M	0.98%	18
2024 Q3	$17.8M	Buy	148,683 +12,114	+9%	+$1.43M	0.89%	20
2024 Q2	$15.8M	Buy	136,569 +2,023	+2%	+$232K	0.87%	19
2024 Q1	$15.6M	Buy	134,546 +19,105	+17%	+$2.22M	0.9%	19
2023 Q4	$13.5M	Buy	115,441 +35,231	+44%	+$4.02M	0.86%	23
2023 Q3	$9.08M	Buy	80,210 +9,503	+13%	+$1.09M	0.63%	43
2023 Q2	$8.15M	Buy	70,707 +17,048	+32%	+$2M	0.55%	48
2023 Q1	$6.31M	Buy	+53,659	New	+$6.24M	0.45%	61

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leavell Investment Management's IEI Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8.2% in Q2 2026, selling an estimated $1.02M and leaving 96,789 shares worth $11.4M. The position accounts for 0.42% of the portfolio, ranked #59.

Leavell Investment Management first reported a position in IEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.4M in Q1 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Leavell Investment Management held 96,789 shares of iShares 3-7 Year Treasury Bond ETF worth $11.4M as of Q2 2026.
Leavell Investment Management sold 8,665 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.02M.
iShares 3-7 Year Treasury Bond ETF made up 0.42% of Leavell Investment Management's portfolio in Q2 2026, its #59 holding.
Leavell Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Leavell Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $21.4M in Q1 2025.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.