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Legacy Capital Group California’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Legacy Capital Group California’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 		$346K Buy
2,917
+789
+37% +$94.1K 0.13% 224
2025
Q4 		$254K Buy
2,128
+344
+19% +$41.2K 0.06% 303
2025
Q3 		$213K Sell
1,784
-857
-32% -$102K 0.05% 321
2025
Q2 		$315K Sell
2,641
-367
-12% -$43.3K 0.09% 254
2025
Q1 		$355K Buy
3,008
+704
+31% +$82K 0.12% 200
2024
Q4 		$266K Sell
2,304
-681
-23% -$79.5K 0.08% 264
2024
Q3 		$357K Buy
2,985
+955
+47% +$113K 0.12% 201
2024
Q2 		$234K Sell
2,030
-242
-11% -$27.7K 0.08% 274
2024
Q1 		$263K Sell
2,272
-139
-6% -$16.1K 0.1% 244
2023
Q4 		$282K Sell
2,411
-378
-14% -$43.1K 0.11% 229
2023
Q3 		$316K Sell
2,789
-6
-0.2% -$686 0.14% 206
2023
Q2 		$322K Buy
2,795
+756
+37% +$88.5K 0.13% 203
2023
Q1 		$240K Buy
+2,039
New +$237K 0.12% 214

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

Legacy Capital Group California's IEI Position: Q1 2026 in Review

Legacy Capital Group California increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 37% in Q1 2026, buying an estimated $94.1K and bringing the position to 2,917 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #224.

Legacy Capital Group California first reported a position in IEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $357K in Q3 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Legacy Capital Group California held 2,917 shares of iShares 3-7 Year Treasury Bond ETF worth $346K as of Q1 2026.
  • Legacy Capital Group California bought 789 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $94.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.13% of Legacy Capital Group California's portfolio in Q1 2026, its #224 holding.
  • Legacy Capital Group California first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's iShares 3-7 Year Treasury Bond ETF position peaked at $357K in Q3 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.