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Meitav Investment House’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Meitav Investment House’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 		$473K Buy
+4,038
New +$475K ﹤0.01% 268
2024
Q1 		– Sell
-6,477
Closed -$758K – 276
2023
Q4 		$758K Buy
6,477
+613
+10% +$70K 0.01% 223
2023
Q3 		$663K Sell
5,864
-583
-9% -$66.7K 0.01% 233
2023
Q2 		$743K Sell
6,447
-313
-5% -$36.7K 0.01% 247
2023
Q1 		$804K Buy
6,760
+3,837
+131% +$446K 0.01% 252
2022
Q4 		$335K Hold
2,923
– – 0.01% 315
2022
Q3 		$334K Buy
+2,923
New +$346K 0.01% 313
2022
Q2 		– Sell
-3,613
Closed -$440K – 362
2022
Q1 		$440K Sell
3,613
-269
-7% -$33.8K 0.01% 317
2021
Q4 		$498K Sell
3,882
-250
-6% -$32.3K 0.01% 309
2021
Q3 		$537K Sell
4,132
-618
-13% -$81K 0.01% 307
2021
Q2 		$619K Sell
4,750
-378
-7% -$49.3K 0.02% 289
2021
Q1 		$665K Buy
5,128
+393
+8% +$51.7K 0.02% 243
2020
Q4 		$629K Buy
4,735
+1,998
+73% +$266K 0.02% 242
2020
Q3 		$366K Buy
+2,737
New +$366K 0.02% 295
2018
Q3 		– Sell
-1,133
Closed -$256K – 457
2018
Q2 		$256K Buy
+1,133
New +$136K 0.01% 393

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 22.9% 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

Meitav Investment House's IEI Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 4,038 shares worth $473K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IEI as recently as Q4 2023.

Meitav Investment House first reported a position in IEI in Q2 2018 and has held it in 15 quarters since. The position peaked at $804K in Q1 2023. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Meitav Investment House held 4,038 shares of iShares 3-7 Year Treasury Bond ETF worth $473K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Meitav Investment House position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #268 holding.
  • Meitav Investment House first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and has held it in 15 quarters since.
  • Meitav Investment House's iShares 3-7 Year Treasury Bond ETF position peaked at $804K in Q1 2023.
  • 823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.