NFG
IEI icon

Nations Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Nations Financial Group’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 		$10.4M Buy
88,452
+11,746
+15% +$1.38M 0.5% 44
2026
Q1 		$9.1M Buy
76,706
+5,429
+8% +$648K 0.47% 44
2025
Q4 		$8.51M Buy
71,277
+20,187
+40% +$2.42M 0.45% 42
2025
Q3 		$6.11M Sell
51,090
-770
-1% -$91.6K 0.38% 62
2025
Q2 		$6.18M Buy
51,860
+6,196
+14% +$731K 0.42% 54
2025
Q1 		$5.39M Sell
45,664
-19,627
-30% -$2.29M 0.41% 53
2024
Q4 		$7.54M Buy
65,291
+5,317
+9% +$621K 0.55% 36
2024
Q3 		$7.17M Buy
59,974
+24,631
+70% +$2.91M 0.52% 35
2024
Q2 		$4.08M Sell
35,343
-1,066
-3% -$122K 0.33% 65
2024
Q1 		$4.22M Buy
36,409
+3,604
+11% +$418K 0.36% 64
2023
Q4 		$3.84M Buy
+32,805
New +$3.74M 0.36% 62

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Nations Financial Group's IEI Position: Q2 2026 in Review

Nations Financial Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 15% in Q2 2026, buying an estimated $1.38M and bringing the position to 88,452 shares worth $10.4M. The position accounts for 0.5% of the portfolio, ranked #44.

Nations Financial Group first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Nations Financial Group held 88,452 shares of iShares 3-7 Year Treasury Bond ETF worth $10.4M as of Q2 2026.
  • Nations Financial Group bought 11,746 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.38M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.5% of Nations Financial Group's portfolio in Q2 2026, its #44 holding.
  • Nations Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.