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

Park Edge 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	–	Sell	-8,669	Closed	-$1.03M	–	150
2025 Q4	$1.03M	Buy	8,669 +572	+7%	+$68.5K	0.23%	78
2025 Q3	$968K	Buy	8,097 +5,098	+170%	+$606K	0.22%	77
2025 Q2	$357K	Buy	+2,999	New	+$354K	0.09%	106
2025 Q1	–	Sell	-17,599	Closed	-$2.03M	–	144
2024 Q4	$2.03M	Buy	17,599 +1,889	+12%	+$220K	0.59%	38
2024 Q3	$1.88M	Sell	15,710 -1,517	-9%	-$179K	0.54%	34
2024 Q2	$1.99M	Buy	17,227 +7,713	+81%	+$884K	0.61%	27
2024 Q1	$1.1M	Buy	+9,514	New	+$1.1M	0.31%	48

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

Park Edge Advisors's IEI Position: Q1 2026 in Review

Park Edge Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 8,669 shares — an estimated $1.03M sold.

Park Edge Advisors first reported a position in IEI in Q1 2024 and held it in 7 quarters. The position peaked at $2.03M in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Park Edge Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Park Edge Advisors sold 8,669 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.03M.
Park Edge Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
Park Edge Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $2.03M in Q4 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Park Edge Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.