Mariner
IEI icon

Mariner’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mariner’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 		$242M Buy
2,037,091
+1,542,184
+312% +$184M 0.28% 62
2025
Q4 		$59.1M Buy
494,907
+11,925
+2% +$1.43M 0.07% 227
2025
Q3 		$57.7M Buy
482,982
+2,834
+0.6% +$337K 0.07% 216
2025
Q2 		$57.2M Buy
480,148
+7,590
+2% +$895K 0.08% 215
2025
Q1 		$55.8M Sell
472,558
-110,474
-19% -$12.9M 0.09% 197
2024
Q4 		$67.4M Buy
583,032
+518,852
+808% +$60.6M 0.11% 158
2024
Q3 		$7.68M Sell
64,180
-66,688
-51% -$7.88M 0.01% 617
2024
Q2 		$15.1M Buy
130,868
+98,300
+302% +$11.3M 0.03% 396
2024
Q1 		$3.77M Sell
32,568
-7,965
-20% -$924K 0.01% 836
2023
Q4 		$4.75M Sell
40,533
-1,233,513
-97% -$141M 0.01% 696
2023
Q3 		$144M Buy
1,274,046
+75,718
+6% +$8.66M 0.39% 59
2023
Q2 		$138M Buy
1,198,328
+38,910
+3% +$4.56M 0.37% 61
2023
Q1 		$136M Sell
1,159,418
-77,398
-6% -$8.99M 0.4% 57
2022
Q4 		$142M Buy
1,236,816
+1,022,527
+477% +$117M 0.46% 51
2022
Q3 		$24.5M Buy
214,289
+183,077
+587% +$21.7M 0.1% 199
2022
Q2 		$3.73M Buy
31,212
+18,618
+148% +$2.23M 0.02% 561
2022
Q1 		$1.54M Buy
+12,594
New +$1.58M 0.01% 801
2020
Q3 		– Sell
-314,657
Closed -$42.1M – 729
2020
Q2 		$42.1M Sell
314,657
-7,739
-2% -$1.03M 0.42% 61
2020
Q1 		$43M Buy
+322,396
New +$41.5M 0.54% 44
2016
Q4 		– Sell
-56
Closed -$7K – 672
2016
Q3 		$7K Buy
+56
New +$7.09K ﹤0.01% 747

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

Mariner's IEI Position: Q1 2026 in Review

Mariner increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 312% in Q1 2026, buying an estimated $184M and bringing the position to 2,037,091 shares worth $242M. The position accounts for 0.28% of the portfolio, ranked #62.

Mariner first reported a position in IEI in Q3 2016 and has held it in 20 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mariner held 2,037,091 shares of iShares 3-7 Year Treasury Bond ETF worth $242M as of Q1 2026.
  • Mariner bought 1,542,184 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $184M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.28% of Mariner's portfolio in Q1 2026, its #62 holding.
  • Mariner first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2016 and has held it in 20 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.