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

Phoenix 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	$429K	Hold	3,649	–	–	﹤0.01%	371
2026 Q1	$433K	Hold	3,649	–	–	﹤0.01%	328
2025 Q4	$436K	Buy	3,649 +430	+13%	+$51.5K	﹤0.01%	319
2025 Q3	$385K	Hold	3,219	–	–	﹤0.01%	329
2025 Q2	$383K	Hold	3,219	–	–	0.01%	309
2025 Q1	$380K	Sell	3,219 -460	-13%	-$53.6K	0.01%	274
2024 Q4	$425K	Sell	3,679 -120	-3%	-$14K	0.01%	271
2024 Q3	$454K	Sell	3,799 -1,236	-25%	-$146K	0.01%	257
2024 Q2	$581K	Hold	5,035	–	–	0.01%	240
2024 Q1	$583K	Buy	+5,035	New	+$584K	0.01%	257

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 22.9% 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

Phoenix Financial's IEI Position: Q2 2026 in Review

Phoenix Financial held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 3,649 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Phoenix Financial first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $583K in Q1 2024. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Phoenix Financial held 3,649 shares of iShares 3-7 Year Treasury Bond ETF worth $429K as of Q2 2026.
Phoenix Financial left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #371 holding.
Phoenix Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Phoenix Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $583K in Q1 2024.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.