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

Oxbow 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	$421K	Buy	3,553 +1,407	+66%	+$168K	0.04%	182
2025 Q4	$256K	Buy	2,146 +101	+5%	+$12.1K	0.02%	221
2025 Q3	$244K	Buy	2,045 +153	+8%	+$18.2K	0.02%	203
2025 Q2	$225K	Buy	+1,892	New	+$223K	0.02%	198
2024 Q1	–	Sell	-7,900	Closed	-$925K	–	234
2023 Q4	$925K	Sell	7,900 -600	-7%	-$68.5K	0.14%	86
2023 Q3	$962K	Hold	8,500	–	–	0.15%	77
2023 Q2	$980K	Sell	8,500 -2,500	-23%	-$293K	0.15%	84
2023 Q1	$1.29M	Hold	11,000	–	–	0.23%	68
2022 Q4	$1.26M	Buy	+11,000	New	+$1.26M	0.24%	71

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors's IEI Position: Q1 2026 in Review

Oxbow Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 66% in Q1 2026, buying an estimated $168K and bringing the position to 3,553 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #182.

Oxbow Advisors first reported a position in IEI in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Oxbow Advisors held 3,553 shares of iShares 3-7 Year Treasury Bond ETF worth $421K as of Q1 2026.
Oxbow Advisors bought 1,407 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $168K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Oxbow Advisors's portfolio in Q1 2026, its #182 holding.
Oxbow Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Oxbow Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.29M in Q1 2023.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.