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

NewEdge Advisors’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 		$20.4M Buy
172,155
+507
+0.3% +$60.5K 0.07% 252
2025
Q4 		$20.5M Buy
171,648
+20,454
+14% +$2.45M 0.07% 245
2025
Q3 		$18.1M Sell
151,194
-1,225
-0.8% -$146K 0.08% 240
2025
Q2 		$18.2M Buy
152,419
+34,543
+29% +$4.07M 0.09% 226
2025
Q1 		$13.9M Buy
117,876
+15,244
+15% +$1.78M 0.08% 253
2024
Q4 		$11.9M Buy
102,632
+32,179
+46% +$3.76M 0.07% 277
2024
Q3 		$8.43M Sell
70,453
-5,438
-7% -$643K 0.05% 337
2024
Q2 		$8.76M Sell
75,891
-11,198
-13% -$1.28M 0.06% 301
2024
Q1 		$10.1M Sell
87,089
-47,903
-35% -$5.56M 0.09% 223
2023
Q4 		$15.7M Buy
134,992
+43,442
+47% +$4.96M 0.15% 145
2023
Q3 		$10.4M Buy
91,550
+30,542
+50% +$3.49M 0.11% 180
2023
Q2 		$7.03M Buy
61,008
+6,906
+13% +$809K 0.08% 246
2023
Q1 		$6.37M Buy
54,102
+16,861
+45% +$1.96M 0.08% 249
2022
Q4 		$3.95M Sell
37,241
-20,203
-35% -$2.32M 0.11% 212
2022
Q3 		$6.57M Buy
57,444
+28,374
+98% +$3.36M 0.11% 199
2022
Q2 		$3.47M Sell
29,070
-1,156
-4% -$138K 0.06% 309
2022
Q1 		$3.69M Sell
30,226
-10,047
-25% -$1.26M 0.06% 300
2021
Q4 		$5.18M Buy
40,273
+13,380
+50% +$1.73M 0.08% 237
2021
Q3 		$3.5M Sell
26,893
-28
-0.1% -$3.67K 0.09% 219
2021
Q2 		$3.51M Sell
26,921
-1,315
-5% -$172K 0.09% 211
2021
Q1 		$3.67M Buy
28,236
+2,085
+8% +$274K 0.11% 193
2020
Q4 		$3.48M Buy
26,151
+2,914
+13% +$387K 0.11% 181
2020
Q3 		$3.1M Buy
23,237
+11,482
+98% +$1.53M 0.11% 190
2020
Q2 		$1.57M Buy
11,755
+2,371
+25% +$316K 0.06% 259
2020
Q1 		$1.25M Buy
9,384
+5,964
+174% +$768K 0.06% 268
2019
Q4 		$430K Sell
3,420
-294
-8% -$37.1K 0.02% 570
2019
Q3 		$470K Buy
+3,714
New +$469K 0.02% 512
2019
Q1 		– Sell
-2,333
Closed -$283 – 690
2018
Q4 		$283 Buy
+2,333
New +$278K 0.02% 501

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 $424B AUM 22.96% 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 $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

NewEdge Advisors's IEI Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.3% in Q1 2026, buying an estimated $60.5K and bringing the position to 172,155 shares worth $20.4M. The position accounts for 0.07% of the portfolio, ranked #252.

NewEdge Advisors first reported a position in IEI in Q4 2018 and has held it in 28 quarters since. The position peaked at $20.5M in Q4 2025. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • NewEdge Advisors held 172,155 shares of iShares 3-7 Year Treasury Bond ETF worth $20.4M as of Q1 2026.
  • NewEdge Advisors bought 507 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $60.5K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #252 holding.
  • NewEdge Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • NewEdge Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $20.5M in Q4 2025.
  • 835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.