Smartleaf Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Smartleaf Asset Management’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	$96.1K	Hold	816	–	–	﹤0.01%	1191
2026 Q1	$96.6K	Sell	816 -360	-31%	-$42.9K	﹤0.01%	1128
2025 Q4	$141K	Buy	1,176 +559	+91%	+$66.9K	0.01%	1000
2025 Q3	$73.7K	Buy	617 +597	+2,985%	+$71K	﹤0.01%	1231
2025 Q2	$2.38K	Sell	20 -253	-93%	-$29.8K	﹤0.01%	2283
2025 Q1	$32.2K	Buy	273 +23	+9%	+$2.68K	﹤0.01%	1374
2024 Q4	$28.9K	Buy	250 +105	+72%	+$12.3K	﹤0.01%	1451
2024 Q3	$17.4K	Buy	145 +121	+504%	+$14.3K	﹤0.01%	1432
2024 Q2	$2.77K	Buy	+24	New	+$2.75K	﹤0.01%	2085

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

Smartleaf Asset Management's IEI Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 816 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Smartleaf Asset Management first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $141K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Smartleaf Asset Management held 816 shares of iShares 3-7 Year Treasury Bond ETF worth $96.1K as of Q2 2026.
Smartleaf Asset Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1191 holding.
Smartleaf Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $141K in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.