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Richardson Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Richardson Financial Services’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 		$14K Sell
118
-82
-41% -$9.78K 0.01% 453
2025
Q4 		$13.4K Buy
200
+190
+1,900% +$22.7K ﹤0.01% 451
2025
Q3 		$1.2K Sell
10
-219
-96% -$26.1K ﹤0.01% 485
2025
Q2 		$27.3K Sell
229
-1
-0.4% -$118 0.02% 314
2025
Q1 		$27.2K Hold
230
– – 0.02% 299
2024
Q4 		$26.6K Sell
230
-73
-24% -$8.52K 0.02% 310
2024
Q3 		$36K Buy
303
+252
+494% +$29.8K 0.02% 287
2024
Q2 		$5.89K Sell
51
-99
-66% -$11.3K ﹤0.01% 433
2024
Q1 		$17.4K Buy
+150
New +$17.4K 0.01% 357

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

Richardson Financial Services's IEI Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 41% in Q1 2026, selling an estimated $9.78K and leaving 118 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #453.

Richardson Financial Services first reported a position in IEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $36K in Q3 2024. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Richardson Financial Services held 118 shares of iShares 3-7 Year Treasury Bond ETF worth $14K as of Q1 2026.
  • Richardson Financial Services sold 82 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.78K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #453 holding.
  • Richardson Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $36K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.