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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Investment Management's IEI Position: Q1 2026 in Review

Redwood Investment Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 33% in Q1 2026, selling an estimated $230K and leaving 3,888 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #236.

Redwood Investment Management first reported a position in IEI in Q1 2018 and has held it in 4 quarters since. The position peaked at $55.7M in Q1 2018. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Redwood Investment Management held 3,888 shares of iShares 3-7 Year Treasury Bond ETF worth $461K as of Q1 2026.
Redwood Investment Management sold 1,932 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $230K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of Redwood Investment Management's portfolio in Q1 2026, its #236 holding.
Redwood Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and has held it in 4 quarters since.
Redwood Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $55.7M in Q1 2018.
835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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