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

SevenBridge 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	$1.79M	Sell	15,102 -207	-1%	-$24.7K	0.28%	87
2025 Q4	$1.82M	Buy	15,309 +3,186	+26%	+$381K	0.29%	88
2025 Q3	$1.45M	Sell	12,123 -3,755	-24%	-$447K	0.24%	99
2025 Q2	$1.89M	Sell	15,878 -1,105	-7%	-$130K	0.33%	95
2025 Q1	$1.99M	Sell	16,983 -5,706	-25%	-$664K	0.39%	84
2024 Q4	$2.63M	Buy	22,689 +4,011	+21%	+$468K	0.5%	65
2024 Q3	$2.17M	Buy	18,678 +6,622	+55%	+$783K	0.42%	68
2024 Q2	$1.43M	Buy	12,056 +4,290	+55%	+$492K	0.32%	83
2024 Q1	$888K	Buy	7,766 +2,874	+59%	+$334K	0.2%	104
2023 Q4	$573K	Buy	4,892 +2,875	+143%	+$328K	0.14%	123
2023 Q3	$228K	Buy	+2,017	New	+$231K	0.06%	170
2019 Q3	–	Sell	-568	Closed	-$71K	–	343
2019 Q2	$71K	Buy	568 +538	+1,793%	+$66.5K	0.03%	236
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	510
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	468
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	504
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	510
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	521
2017 Q4	$4K	Hold	30	–	–	﹤0.01%	532
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	532
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	543
2017 Q1	$4K	Sell	30 -23	-43%	-$2.82K	﹤0.01%	530
2016 Q4	$7K	Hold	53	–	–	0.01%	480
2016 Q3	$7K	Hold	53	–	–	0.01%	475
2016 Q2	$7K	Buy	+53	New	+$6.67K	﹤0.01%	555

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

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

SevenBridge Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.4% in Q1 2026, selling an estimated $24.7K and leaving 15,102 shares worth $1.79M. The position accounts for 0.28% of the portfolio, ranked #87.

SevenBridge Financial Group first reported a position in IEI in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.63M in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

SevenBridge Financial Group held 15,102 shares of iShares 3-7 Year Treasury Bond ETF worth $1.79M as of Q1 2026.
SevenBridge Financial Group sold 207 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $24.7K.
iShares 3-7 Year Treasury Bond ETF made up 0.28% of SevenBridge Financial Group's portfolio in Q1 2026, its #87 holding.
SevenBridge Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and has held it in 24 quarters since.
SevenBridge Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $2.63M in Q4 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.