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

Savant Capital’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	$483K	Buy	4,114 +303	+8%	+$35.7K	﹤0.01%	1239
2026 Q1	$452K	Sell	3,811 -1,919	-33%	-$229K	﹤0.01%	958
2025 Q4	$684K	Buy	5,730 +426	+8%	+$51K	﹤0.01%	710
2025 Q3	$634K	Buy	+5,304	New	+$631K	﹤0.01%	714
2025 Q2	–	Sell	-3,565	Closed	-$421K	–	1252
2025 Q1	$421K	Sell	3,565 -418	-10%	-$48.7K	﹤0.01%	716
2024 Q4	$460K	Sell	3,983 -807	-17%	-$94.2K	﹤0.01%	919
2024 Q3	$573K	Sell	4,790 -905	-16%	-$107K	﹤0.01%	813
2024 Q2	$658K	Buy	+5,695	New	+$653K	0.01%	707
2024 Q1	–	Sell	-4,999	Closed	-$585K	–	1119
2023 Q4	$585K	Sell	4,999 -343	-6%	-$39.1K	0.01%	532
2023 Q3	$604K	Buy	+5,342	New	+$611K	0.01%	486

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

Savant Capital's IEI Position: Q2 2026 in Review

Savant Capital increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 8% in Q2 2026, buying an estimated $35.7K and bringing the position to 4,114 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Savant Capital first reported a position in IEI in Q3 2023 and has held it in 10 quarters since. The position peaked at $684K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Savant Capital held 4,114 shares of iShares 3-7 Year Treasury Bond ETF worth $483K as of Q2 2026.
Savant Capital bought 303 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.7K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1239 holding.
Savant Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Savant Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $684K in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.