Markin Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Markin Asset 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	$2.29M	Sell	19,531 -5,146	-21%	-$606K	1.96%	13
2026 Q1	$2.93M	Sell	24,677 -3,115	-11%	-$372K	3.21%	6
2025 Q4	$3.32M	Buy	+27,792	New	+$3.33M	3.65%	8

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Markin Asset Management's IEI Position: Q2 2026 in Review

Markin Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q2 2026, selling an estimated $606K and leaving 19,531 shares worth $2.29M. The position accounts for 1.96% of the portfolio, ranked #13.

Markin Asset Management first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Markin Asset Management held 19,531 shares of iShares 3-7 Year Treasury Bond ETF worth $2.29M as of Q2 2026.
Markin Asset Management sold 5,146 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $606K.
iShares 3-7 Year Treasury Bond ETF made up 1.96% of Markin Asset Management's portfolio in Q2 2026, its #13 holding.
Markin Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Markin Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $3.32M in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Markin Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.