Riggs Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Riggs Asset 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	$294K	Sell	2,506 -466	-16%	-$54.9K	0.05%	109
2026 Q1	$352K	Sell	2,972 -92	-3%	-$11K	0.07%	100
2025 Q4	$366K	Sell	3,064 -356	-10%	-$42.6K	0.07%	102
2025 Q3	$409K	Sell	3,420 -13,743	-80%	-$1.63M	0.09%	89
2025 Q2	$2.04M	Sell	17,163 -658	-4%	-$77.6K	0.5%	56
2025 Q1	$2.11M	Sell	17,821 -943	-5%	-$110K	0.6%	51
2024 Q4	$2.17M	Buy	18,764 +47	+0.3%	+$5.49K	0.58%	52
2024 Q3	$2.24M	Buy	18,717 +14,418	+335%	+$1.7M	0.61%	50
2024 Q2	$496K	Sell	4,299 -3,610	-46%	-$414K	0.15%	70
2024 Q1	$916K	Sell	7,909 -508	-6%	-$59K	0.27%	63
2023 Q4	$986K	Sell	8,417 -3,293	-28%	-$376K	0.31%	63
2023 Q3	$1.33M	Sell	11,710 -12,221	-51%	-$1.4M	0.47%	57
2023 Q2	$2.76M	Buy	23,931 +11,570	+94%	+$1.36M	0.97%	41
2023 Q1	$1.45M	Buy	12,361 +5,958	+93%	+$692K	0.56%	56
2022 Q4	$736K	Buy	6,403 +6,343	+10,572%	+$727K	0.3%	67
2022 Q3	$7K	Buy	+60	New	+$7.1K	﹤0.01%	233
2017 Q1	–	Sell	-119	Closed	-$15K	–	273
2016 Q4	$15K	Sell	119 -1,281	-92%	-$159K	0.01%	178
2016 Q3	$177K	Buy	1,400 +23	+2%	+$2.91K	0.09%	61
2016 Q2	$175K	Buy	1,377 +1,060	+334%	+$133K	0.09%	64
2016 Q1	$40K	Buy	+317	New	+$39.6K	0.03%	111
2014 Q4	–	Sell	-71,701	Closed	-$8.7M	–	295
2014 Q3	$8.7M	Buy	+71,701	New	+$8.71M	5.05%	3

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 22.96% 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

Riggs Asset Management's IEI Position: Q2 2026 in Review

Riggs Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, selling an estimated $54.9K and leaving 2,506 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #109.

Riggs Asset Management first reported a position in IEI in Q3 2014 and has held it in 21 quarters since. The position peaked at $8.7M in Q3 2014. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Riggs Asset Management held 2,506 shares of iShares 3-7 Year Treasury Bond ETF worth $294K as of Q2 2026.
Riggs Asset Management sold 466 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $54.9K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Riggs Asset Management's portfolio in Q2 2026, its #109 holding.
Riggs Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2014 and has held it in 21 quarters since.
Riggs Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $8.7M in Q3 2014.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Riggs Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.