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 Q2	$1.58M	Buy	13,434 +92	+0.7%	+$10.8K	0.39%	37
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 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

Ogorek Anthony Joseph's IEI Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.69% in Q2 2026, buying an estimated $10.8K and bringing the position to 13,434 shares worth $1.58M. The position accounts for 0.39% of the portfolio, ranked #37.

Ogorek Anthony Joseph first reported a position in IEI in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.3M in Q2 2022. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Ogorek Anthony Joseph held 13,434 shares of iShares 3-7 Year Treasury Bond ETF worth $1.58M as of Q2 2026.
Ogorek Anthony Joseph bought 92 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.8K.
iShares 3-7 Year Treasury Bond ETF made up 0.39% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #37 holding.
Ogorek Anthony Joseph first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Ogorek Anthony Joseph's iShares 3-7 Year Treasury Bond ETF position peaked at $18.3M in Q2 2022.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.