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Principal Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Principal Securities’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 		$688K Sell
5,856
-180
-3% -$21.2K 0.01% 931
2026
Q1 		$716K Sell
6,036
-320
-5% -$38.2K 0.01% 834
2025
Q4 		$759K Sell
6,356
-273
-4% -$32.7K 0.01% 782
2025
Q3 		$792K Buy
6,629
+1,255
+23% +$149K 0.01% 743
2025
Q2 		$640K Sell
5,374
-1,338
-20% -$158K 0.01% 759
2025
Q1 		$776K Hold
6,712
– – 0.02% 633
2024
Q4 		$776K Buy
6,712
+172
+3% +$20.1K 0.02% 627
2024
Q3 		$782K Sell
6,540
-181
-3% -$21.4K 0.02% 617
2024
Q2 		$776K Buy
6,721
+1,632
+32% +$187K 0.02% 553
2024
Q1 		$589K Buy
5,089
+3,144
+162% +$365K 0.02% 604
2023
Q4 		$228K Buy
+1,945
New +$222K 0.01% 894

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

Principal Securities's IEI Position: Q2 2026 in Review

Principal Securities reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3% in Q2 2026, selling an estimated $21.2K and leaving 5,856 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #931.

Principal Securities first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $792K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Principal Securities held 5,856 shares of iShares 3-7 Year Treasury Bond ETF worth $688K as of Q2 2026.
  • Principal Securities sold 180 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #931 holding.
  • Principal Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $792K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.