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IEI icon

Rede Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Rede Wealth’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 		$444K Sell
3,746
-1,567
-29% -$187K 0.16% 66
2025
Q4 		$634K Buy
+5,313
New +$636K 0.22% 50
2025
Q3 		– Sell
-4,937
Closed -$588K – 142
2025
Q2 		$588K Sell
4,937
-23
-0.5% -$2.71K 0.21% 53
2025
Q1 		$586K Sell
4,960
-698
-12% -$81.3K 0.21% 52
2024
Q4 		$654K Buy
5,658
+53
+0.9% +$6.19K 0.25% 46
2024
Q3 		$670K Buy
5,605
+3
+0.1% +$355 0.26% 42
2024
Q2 		$647K Sell
5,602
-59
-1% -$6.76K 0.6% 39
2024
Q1 		$656K Buy
5,661
+2,550
+82% +$296K 0.27% 42
2023
Q4 		$364K Sell
3,111
-41
-1% -$4.68K 0.17% 60
2023
Q3 		$357K Sell
3,152
-3,241
-51% -$371K 0.18% 51
2023
Q2 		$737K Sell
6,393
-19
-0.3% -$2.23K 0.35% 30
2023
Q1 		$754K Buy
6,412
+27
+0.4% +$3.14K 0.39% 29
2022
Q4 		$734K Sell
6,385
-1,005
-14% -$115K 0.39% 29
2022
Q3 		$845K Sell
7,390
-61
-0.8% -$7.22K 0.5% 24
2022
Q2 		$890K Sell
7,451
-743
-9% -$88.8K 0.52% 24
2022
Q1 		$1M Buy
8,194
+2,646
+48% +$332K 0.47% 27
2021
Q4 		$714K Sell
5,548
-20
-0.4% -$2.58K 0.36% 41
2021
Q3 		$725K Buy
5,568
+713
+15% +$93.5K 0.39% 42
2021
Q2 		$634K Buy
4,855
+763
+19% +$99.6K 0.34% 41
2021
Q1 		$531K Buy
+4,092
New +$538K 0.31% 47

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

Rede Wealth's IEI Position: Q1 2026 in Review

Rede Wealth reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 29% in Q1 2026, selling an estimated $187K and leaving 3,746 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #66.

Rede Wealth first reported a position in IEI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1M in Q1 2022. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Rede Wealth held 3,746 shares of iShares 3-7 Year Treasury Bond ETF worth $444K as of Q1 2026.
  • Rede Wealth sold 1,567 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $187K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.16% of Rede Wealth's portfolio in Q1 2026, its #66 holding.
  • Rede Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Rede Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $1M in Q1 2022.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.