Redwood Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Redwood Investment 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 Q2	$362K	Sell	3,084 -804	-21%	-$94.7K	0.04%	282
2026 Q1	$461K	Sell	3,888 -1,932	-33%	-$230K	0.06%	236
2025 Q4	$695K	Buy	+5,820	New	+$697K	0.08%	246
2019 Q1	–	Sell	-378,000	Closed	-$45.9M	–	147
2018 Q4	$45.9M	Buy	+378,000	New	+$45.1M	34.63%	1
2018 Q2	–	Sell	-461,453	Closed	-$55.7M	–	131
2018 Q1	$55.7M	Buy	+461,453	New	+$55.6M	16.74%	1

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

Redwood Investment Management's IEI Position: Q2 2026 in Review

Redwood Investment Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 21% in Q2 2026, selling an estimated $94.7K and leaving 3,084 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #282.

Redwood Investment Management first reported a position in IEI in Q1 2018 and has held it in 5 quarters since. The position peaked at $55.7M in Q1 2018. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Redwood Investment Management held 3,084 shares of iShares 3-7 Year Treasury Bond ETF worth $362K as of Q2 2026.
Redwood Investment Management sold 804 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $94.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Redwood Investment Management's portfolio in Q2 2026, its #282 holding.
Redwood Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 5 quarters since.
Redwood Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $55.7M in Q1 2018.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.