SC
IEI icon

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

Schoolcraft 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
Q1 		$350K Sell
2,950
-148
-5% -$17.7K 0.07% 57
2025
Q4 		$370K Buy
3,098
+8
+0.3% +$957 0.07% 54
2025
Q3 		$369K Sell
3,090
-736
-19% -$87.5K 0.07% 53
2025
Q2 		$456K Sell
3,826
-294
-7% -$34.7K 0.09% 49
2025
Q1 		$487K Sell
4,120
-117
-3% -$13.6K 0.1% 50
2024
Q4 		$490K Buy
4,237
+18
+0.4% +$2.1K 0.1% 48
2024
Q3 		$505K Sell
4,219
-114
-3% -$13.5K 0.1% 49
2024
Q2 		$500K Buy
4,333
+484
+13% +$55.5K 0.11% 46
2024
Q1 		$446K Buy
3,849
+1,146
+42% +$133K 0.1% 45
2023
Q4 		$317K Sell
2,703
-245
-8% -$28K 0.08% 52
2023
Q3 		$334K Sell
2,948
-523
-15% -$59.8K 0.09% 50
2023
Q2 		$400K Sell
3,471
-1,083
-24% -$127K 0.11% 44
2023
Q1 		$536K Buy
4,554
+26
+0.6% +$3.02K 0.15% 40
2022
Q4 		$520K Sell
4,528
-1,531
-25% -$176K 0.16% 36
2022
Q3 		$692K Sell
6,059
-206,335
-97% -$24.4M 0.23% 29
2022
Q2 		$25.3M Sell
212,394
-744
-0.3% -$88.9K 8.12% 5
2022
Q1 		$26M Buy
213,138
+7,115
+3% +$893K 8.01% 5
2021
Q4 		$26.5M Buy
206,023
+11,704
+6% +$1.51M 8.02% 5
2021
Q3 		$25.3M Buy
194,319
+7,618
+4% +$999K 8.49% 5
2021
Q2 		$24.4M Buy
186,701
+14,648
+9% +$1.91M 8.81% 4
2021
Q1 		$22.3M Buy
172,053
+17,721
+11% +$2.33M 8.93% 4
2020
Q4 		$20.5M Buy
154,332
+6,188
+4% +$823K 8.61% 5
2020
Q3 		$19.8M Buy
148,144
+8,498
+6% +$1.14M 9.31% 3
2020
Q2 		$18.7M Buy
139,646
+135,840
+3,569% +$18.1M 9.24% 3
2020
Q1 		$508K Buy
3,806
+1,711
+82% +$220K 0.31% 31
2019
Q4 		$263K Buy
+2,095
New +$265K 0.13% 55

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 $58.2B AUM 22.78% 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

Schoolcraft Capital's IEI Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.8% in Q1 2026, selling an estimated $17.7K and leaving 2,950 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #57.

Schoolcraft Capital first reported a position in IEI in Q4 2019 and has held it in 26 quarters since. The position peaked at $26.5M in Q4 2021. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Schoolcraft Capital held 2,950 shares of iShares 3-7 Year Treasury Bond ETF worth $350K as of Q1 2026.
  • Schoolcraft Capital sold 148 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $17.7K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of Schoolcraft Capital's portfolio in Q1 2026, its #57 holding.
  • Schoolcraft Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Schoolcraft Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $26.5M in Q4 2021.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.