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Potomac Fund Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Potomac Fund Management’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 		$571K Buy
4,814
+1,867
+63% +$223K 0.02% 74
2025
Q4 		$352K Sell
2,947
-13
-0.4% -$1.56K 0.01% 91
2025
Q3 		$354K Buy
2,960
+52
+2% +$6.18K 0.02% 88
2025
Q2 		$343K Sell
2,908
-225
-7% -$26.5K 0.02% 82
2025
Q1 		$370K Sell
3,133
-352
-10% -$41K 0.16% 56
2024
Q4 		$403K Buy
+3,485
New +$407K 0.02% 78

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Potomac Fund Management's IEI Position: Q1 2026 in Review

Potomac Fund Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 63% in Q1 2026, buying an estimated $223K and bringing the position to 4,814 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #74.

Potomac Fund Management first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Potomac Fund Management held 4,814 shares of iShares 3-7 Year Treasury Bond ETF worth $571K as of Q1 2026.
  • Potomac Fund Management bought 1,867 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $223K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #74 holding.
  • Potomac Fund Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.