Semitam Bonam
IEI icon

Semitam Bonam’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Semitam Bonam’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
Q3 		$5.9M Buy
51,998
+5,173
+11% +$600K 4.11% 8
2026
Q2 		$5.5M Buy
46,825
+1,522
+3% +$179K 4.04% 7
2026
Q1 		$5.37M Buy
45,303
+3,829
+9% +$457K 4.39% 7
2025
Q4 		$4.95M Buy
41,474
+1,971
+5% +$236K 4.12% 7
2025
Q3 		$4.72M Buy
39,503
+1,039
+3% +$124K 4.22% 7
2025
Q2 		$4.58M Buy
+38,464
New +$4.54M 4.31% 7

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Semitam Bonam's IEI Position: Q3 2026 in Review

Semitam Bonam increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q3 2026, buying an estimated $600K and bringing the position to 51,998 shares worth $5.9M. The position accounts for 4.11% of the portfolio, ranked #8.

Semitam Bonam first reported a position in IEI in Q2 2025 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Semitam Bonam held 51,998 shares of iShares 3-7 Year Treasury Bond ETF worth $5.9M as of Q3 2026.
  • Semitam Bonam bought 5,173 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $600K.
  • iShares 3-7 Year Treasury Bond ETF made up 4.11% of Semitam Bonam's portfolio in Q3 2026, its #8 holding.
  • Semitam Bonam first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.