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Parker Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Parker Financial’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 		$912K Buy
7,767
+120
+2% +$14.1K 0.33% 20
2026
Q1 		$907K Sell
7,647
-457
-6% -$54.5K 0.36% 19
2025
Q4 		$967K Sell
8,104
-83
-1% -$9.93K 0.39% 20
2025
Q3 		$978K Sell
8,187
-102
-1% -$12.1K 0.4% 18
2025
Q2 		$987K Sell
8,289
-1,004
-11% -$118K 0.43% 18
2025
Q1 		$1.1M Sell
9,293
-2,660
-22% -$310K 0.53% 16
2024
Q4 		$1.38M Sell
11,953
-2,732
-19% -$319K 0.68% 17
2024
Q3 		$1.76M Sell
14,685
-2,737
-16% -$323K 0.88% 16
2024
Q2 		$2.03M Sell
17,422
-1,303
-7% -$149K 1.11% 17
2024
Q1 		$2.17M Sell
18,725
-1,120
-6% -$130K 1.24% 14
2023
Q4 		$2.32M Sell
19,845
-791
-4% -$90.3K 1.44% 14
2023
Q3 		$2.34M Sell
20,636
-2,241
-10% -$256K 1.63% 12
2023
Q2 		$2.64M Sell
22,877
-26
-0.1% -$3.04K 1.91% 13
2023
Q1 		$2.69M Sell
22,903
-484
-2% -$56.2K 2.12% 11
2022
Q4 		$2.69M Buy
+23,387
New +$2.68M 2.29% 12

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parker Financial's IEI Position: Q2 2026 in Review

Parker Financial increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 7,767 shares worth $912K. The position accounts for 0.33% of the portfolio, ranked #20.

Parker Financial first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.69M in Q1 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Parker Financial held 7,767 shares of iShares 3-7 Year Treasury Bond ETF worth $912K as of Q2 2026.
  • Parker Financial bought 120 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.1K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.33% of Parker Financial's portfolio in Q2 2026, its #20 holding.
  • Parker Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Parker Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $2.69M in Q1 2023.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.