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Ogorek Anthony Joseph’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ogorek Anthony Joseph’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 		$1.58M Buy
13,342
+3,019
+29% +$360K 0.43% 32
2025
Q4 		$1.23M Buy
10,323
+1,686
+20% +$202K 0.34% 38
2025
Q3 		$1.03M Buy
8,637
+382
+5% +$45.4K 0.3% 41
2025
Q2 		$983K Buy
8,255
+420
+5% +$49.5K 0.3% 39
2025
Q1 		$925K Sell
7,835
-7,197
-48% -$838K 0.3% 40
2024
Q4 		$1.74M Buy
15,032
+5,216
+53% +$609K 0.55% 31
2024
Q3 		$1.17M Buy
9,816
+3,181
+48% +$376K 0.4% 33
2024
Q2 		$766K Sell
6,635
-1,096
-14% -$126K 0.27% 40
2024
Q1 		$895K Buy
7,731
+14
+0.2% +$1.63K 0.31% 38
2023
Q4 		$903K Sell
7,717
-204
-3% -$23.3K 0.33% 43
2023
Q3 		$896K Buy
7,921
+4,117
+108% +$471K 0.35% 55
2023
Q2 		$438K Sell
3,804
-94,334
-96% -$11M 0.17% 63
2023
Q1 		$11.5M Sell
98,138
-47,675
-33% -$5.54M 4.72% 5
2022
Q4 		$16.8M Sell
145,813
-9,249
-6% -$1.06M 7.29% 1
2022
Q3 		$17.7M Buy
155,062
+1,891
+1% +$224K 8.42% 3
2022
Q2 		$18.3M Buy
153,171
+59,744
+64% +$7.14M 8.4% 1
2022
Q1 		$11.4M Buy
+93,427
New +$11.7M 4.67% 6

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 $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

Ogorek Anthony Joseph's IEI Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 29% in Q1 2026, buying an estimated $360K and bringing the position to 13,342 shares worth $1.58M. The position accounts for 0.43% of the portfolio, ranked #32.

Ogorek Anthony Joseph first reported a position in IEI in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.3M in Q2 2022. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Ogorek Anthony Joseph held 13,342 shares of iShares 3-7 Year Treasury Bond ETF worth $1.58M as of Q1 2026.
  • Ogorek Anthony Joseph bought 3,019 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $360K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.43% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #32 holding.
  • Ogorek Anthony Joseph first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Ogorek Anthony Joseph's iShares 3-7 Year Treasury Bond ETF position peaked at $18.3M in Q2 2022.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.