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Regatta Capital Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Regatta Capital Group’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 		$2.66M Buy
22,624
+866
+4% +$102K 0.36% 49
2026
Q1 		$2.58M Buy
21,758
+1,940
+10% +$231K 0.39% 46
2025
Q4 		$2.37M Buy
19,818
+1,110
+6% +$133K 0.36% 43
2025
Q3 		$2.24M Buy
18,708
+731
+4% +$87K 0.35% 50
2025
Q2 		$2.14M Buy
17,977
+518
+3% +$61.1K 0.37% 46
2025
Q1 		$2.06M Buy
17,459
+395
+2% +$46K 0.4% 46
2024
Q4 		$1.97M Buy
17,064
+242
+1% +$28.2K 0.38% 45
2024
Q3 		$2.01M Buy
16,822
+479
+3% +$56.6K 0.39% 46
2024
Q2 		$1.89M Buy
16,343
+480
+3% +$55K 0.41% 49
2024
Q1 		$1.84M Buy
15,863
+477
+3% +$55.4K 0.41% 48
2023
Q4 		$1.8M Buy
15,386
+341
+2% +$38.9K 0.47% 46
2023
Q3 		$1.7M Sell
15,045
-8
-0.1% -$915 0.54% 39
2023
Q2 		$1.74M Buy
15,053
+6,058
+67% +$709K 0.55% 37
2023
Q1 		$1.03M Hold
8,995
– – 0.37% 69
2022
Q4 		$1.03M Sell
8,995
-524
-6% -$60.1K 0.37% 69
2022
Q3 		$1.14M Hold
9,519
– – 0.46% 58
2022
Q2 		$1.14M Buy
9,519
+527
+6% +$63K 0.54% 51
2022
Q1 		$1.1M Sell
8,992
-2,352
-21% -$295K 0.38% 70
2021
Q4 		$1.46M Buy
+11,344
New +$1.46M 0.51% 48

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

Regatta Capital Group's IEI Position: Q2 2026 in Review

Regatta Capital Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4% in Q2 2026, buying an estimated $102K and bringing the position to 22,624 shares worth $2.66M. The position accounts for 0.36% of the portfolio, ranked #49.

Regatta Capital Group first reported a position in IEI in Q4 2021 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Regatta Capital Group held 22,624 shares of iShares 3-7 Year Treasury Bond ETF worth $2.66M as of Q2 2026.
  • Regatta Capital Group bought 866 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.36% of Regatta Capital Group's portfolio in Q2 2026, its #49 holding.
  • Regatta Capital Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.