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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
Q1 		$202K Buy
+1,703
New +$203K 0.01% 273

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Bank of America
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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

Logan Capital Management's IEI Position: Q1 2026 in Review

Logan Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,678 shares — an estimated $200K sold.

Logan Capital Management first reported a position in IEI in Q3 2024 and held it in 6 quarters. The position peaked at $200K in Q4 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Logan Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 1,678 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $200K.
  • Logan Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2024 and held it in 6 quarters.
  • Logan Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $200K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.