PFG Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

PFG Investments’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	$460K	Buy	3,920 +210	+6%	+$24.7K	0.02%	714
2026 Q1	$440K	Sell	3,710 -1,252	-25%	-$149K	0.02%	665
2025 Q4	$592K	Buy	4,962 +654	+15%	+$78.3K	0.03%	510
2025 Q3	$515K	Sell	4,308 -58	-1%	-$6.9K	0.03%	541
2025 Q2	$520K	Buy	4,366 +173	+4%	+$20.4K	0.03%	515
2025 Q1	$495K	Buy	4,193 +292	+7%	+$34K	0.03%	502
2024 Q4	$451K	Sell	3,901 -70	-2%	-$8.17K	0.03%	529
2024 Q3	$475K	Sell	3,971 -133	-3%	-$15.7K	0.03%	519
2024 Q2	$474K	Sell	4,104 -771	-16%	-$88.4K	0.03%	468
2024 Q1	$565K	Sell	4,875 -2,806	-37%	-$326K	0.03%	484
2023 Q4	$900K	Buy	+7,681	New	+$877K	0.17%	145

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

PFG Investments's IEI Position: Q2 2026 in Review

PFG Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.7% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,920 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #714.

PFG Investments first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $900K in Q4 2023. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

PFG Investments held 3,920 shares of iShares 3-7 Year Treasury Bond ETF worth $460K as of Q2 2026.
PFG Investments bought 210 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #714 holding.
PFG Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
PFG Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $900K in Q4 2023.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.