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Legacy Private Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Legacy Private Trust’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 		$1.37M Buy
11,650
+700
+6% +$82.4K 0.08% 150
2026
Q1 		$1.3M Sell
10,950
-3,737
-25% -$446K 0.08% 147
2025
Q4 		$1.75M Sell
14,687
-2,186
-13% -$262K 0.1% 133
2025
Q3 		$2.02M Hold
16,873
– – 0.12% 117
2025
Q2 		$2.01M Sell
16,873
-1,732
-9% -$204K 0.13% 117
2025
Q1 		$2.2M Buy
18,605
+1,222
+7% +$142K 0.15% 107
2024
Q4 		$2.01M Sell
17,383
-1,176
-6% -$137K 0.13% 119
2024
Q3 		$2.22M Buy
18,559
+765
+4% +$90.4K 0.15% 113
2024
Q2 		$2.05M Hold
17,794
– – 0.15% 112
2024
Q1 		$2.06M Buy
17,794
+3,871
+28% +$449K 0.15% 112
2023
Q4 		$1.63M Buy
13,923
+11,421
+456% +$1.3M 0.13% 121
2023
Q3 		$283K Buy
+2,502
New +$286K 0.02% 207
2018
Q4 		– Sell
-3,105
Closed -$370K – 228
2018
Q3 		$370K Hold
3,105
– – 0.04% 186
2018
Q2 		$373K Sell
3,105
-415
-12% -$49.6K 0.04% 186
2018
Q1 		$425K Buy
+3,520
New +$424K 0.05% 183
2013
Q4 		– Sell
-3,292
Closed -$400K – 209
2013
Q3 		$400K Buy
+3,292
New +$396K 0.08% 134

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Private Trust's IEI Position: Q2 2026 in Review

Legacy Private Trust increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.4% in Q2 2026, buying an estimated $82.4K and bringing the position to 11,650 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #150.

Legacy Private Trust first reported a position in IEI in Q3 2013 and has held it in 16 quarters since. The position peaked at $2.22M in Q3 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Legacy Private Trust held 11,650 shares of iShares 3-7 Year Treasury Bond ETF worth $1.37M as of Q2 2026.
  • Legacy Private Trust bought 700 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.4K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.08% of Legacy Private Trust's portfolio in Q2 2026, its #150 holding.
  • Legacy Private Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2013 and has held it in 16 quarters since.
  • Legacy Private Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $2.22M in Q3 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.