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

Sierra 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	$430K	Buy	+3,659	New	+$431K	0.04%	180

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

Sierra Capital's IEI Position: Q2 2026 in Review

Sierra Capital opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 3,659 shares worth $430K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sierra Capital held 3,659 shares of iShares 3-7 Year Treasury Bond ETF worth $430K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Sierra Capital position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up 0.04% of Sierra Capital's portfolio in Q2 2026, its #180 holding.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.