LCM
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Logan Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Logan Capital 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 		$200K Buy
+1,704
New +$201K 0.01% 274
2026
Q1 		– Sell
-1,678
Closed -$200K – 386
2025
Q4 		$200K Buy
1,678
+30
+2% +$3.59K 0.01% 274
2025
Q3 		$197K Buy
1,648
+35
+2% +$4.16K 0.01% 271
2025
Q2 		$192K Buy
1,613
+124
+8% +$14.6K 0.01% 265
2025
Q1 		$176K Buy
1,489
+51
+4% +$5.94K 0.01% 286
2024
Q4 		$166K Buy
1,438
+615
+75% +$71.8K 0.01% 295
2024
Q3 		$98.4K Buy
+823
New +$97.3K ﹤0.01% 318

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

Logan Capital Management's IEI Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 1,704 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IEI as recently as Q4 2025.

Logan Capital Management first reported a position in IEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Logan Capital Management held 1,704 shares of iShares 3-7 Year Treasury Bond ETF worth $200K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Logan Capital Management position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Logan Capital Management's portfolio in Q2 2026, its #274 holding.
  • Logan Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Logan Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $200K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.