Ritholtz Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Ritholtz Wealth 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	$10.1M	Buy	84,937 +4,809	+6%	+$574K	0.17%	71
2025 Q4	$9.56M	Sell	80,128 -21,540	-21%	-$2.58M	0.17%	63
2025 Q3	$12.2M	Buy	101,668 +25,723	+34%	+$3.06M	0.24%	46
2025 Q2	$9.04M	Buy	75,945 +30,853	+68%	+$3.64M	0.2%	54
2025 Q1	$5.33M	Buy	45,092 +4,003	+10%	+$466K	0.16%	86
2024 Q4	$4.75M	Buy	41,089 +4,202	+11%	+$490K	0.14%	89
2024 Q3	$4.41M	Buy	36,887 +7,389	+25%	+$873K	0.13%	92
2024 Q2	$3.41M	Buy	29,498 +861	+3%	+$98.7K	0.11%	119
2024 Q1	$3.32M	Buy	28,637 +9,689	+51%	+$1.12M	0.11%	124
2023 Q4	$2.22M	Buy	18,948 +549	+3%	+$62.7K	0.09%	153
2023 Q3	$2.08M	Buy	18,399 +216	+1%	+$24.7K	0.09%	134
2023 Q2	$2.1M	Buy	18,183 +8,415	+86%	+$986K	0.09%	128
2023 Q1	$1.15M	Buy	+9,768	New	+$1.14M	0.06%	226
2022 Q3	–	Sell	-14,467	Closed	-$1.73M	–	729
2022 Q2	$1.73M	Sell	14,467 -149,734	-91%	-$17.9M	0.11%	112
2022 Q1	$20M	Buy	164,201 +72,869	+80%	+$9.14M	1.35%	14
2021 Q4	$11.8M	Buy	91,332 +11,399	+14%	+$1.47M	0.73%	20
2021 Q3	$10.4M	Buy	79,933 +4,206	+6%	+$552K	0.72%	20
2021 Q2	$9.88M	Buy	75,727 +16,699	+28%	+$2.18M	0.71%	18
2021 Q1	$7.67M	Buy	59,028 +9,644	+20%	+$1.27M	0.64%	17
2020 Q4	$6.57M	Buy	49,384 +2,130	+5%	+$283K	0.63%	17
2020 Q3	$6.31M	Buy	47,254 +1,994	+4%	+$266K	0.71%	16
2020 Q2	$6.05M	Sell	45,260 -958,301	-95%	-$128M	0.78%	15
2020 Q1	$134M	Buy	1,003,561 +1,000,917	+37,856%	+$129M	21.45%	1
2019 Q4	$332K	Sell	2,644 -2,509	-49%	-$317K	0.05%	107
2019 Q3	$653K	Sell	5,153 -120,019	-96%	-$15.2M	0.11%	64
2019 Q2	$15.7M	Buy	125,172 +117,918	+1,626%	+$14.6M	2.69%	10
2019 Q1	$894K	Sell	7,254 -1,043,682	-99%	-$127M	0.16%	46
2018 Q4	$128M	Buy	+1,050,936	New	+$125M	28.91%	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 $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Ritholtz Wealth Management's IEI Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6% in Q1 2026, buying an estimated $574K and bringing the position to 84,937 shares worth $10.1M. The position accounts for 0.17% of the portfolio, ranked #71.

Ritholtz Wealth Management first reported a position in IEI in Q4 2018 and has held it in 28 quarters since. The position peaked at $134M in Q1 2020. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Ritholtz Wealth Management held 84,937 shares of iShares 3-7 Year Treasury Bond ETF worth $10.1M as of Q1 2026.
Ritholtz Wealth Management bought 4,809 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $574K.
iShares 3-7 Year Treasury Bond ETF made up 0.17% of Ritholtz Wealth Management's portfolio in Q1 2026, its #71 holding.
Ritholtz Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
Ritholtz Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $134M in Q1 2020.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.