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Sather Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sather Financial 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
Q1 		$225K Sell
1,898
-290
-13% -$34.6K 0.01% 100
2025
Q4 		$261K Sell
2,188
-174
-7% -$20.8K 0.01% 94
2025
Q3 		$282K Buy
+2,362
New +$281K 0.02% 86
2024
Q2 		– Sell
-2,184
Closed -$253K – 89
2024
Q1 		$253K Buy
+2,184
New +$253K 0.02% 85

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

Sather Financial Group's IEI Position: Q1 2026 in Review

Sather Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q1 2026, selling an estimated $34.6K and leaving 1,898 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #100.

Sather Financial Group first reported a position in IEI in Q1 2024 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Sather Financial Group held 1,898 shares of iShares 3-7 Year Treasury Bond ETF worth $225K as of Q1 2026.
  • Sather Financial Group sold 290 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $34.6K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Sather Financial Group's portfolio in Q1 2026, its #100 holding.
  • Sather Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Sather Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $282K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.