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

Smithbridge 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	$332K	Sell	2,830 -561	-17%	-$66.1K	0.05%	159
2026 Q1	$402K	Sell	3,391 -4,157	-55%	-$496K	0.06%	141
2025 Q4	$901K	Buy	7,548 +359	+5%	+$43K	0.08%	109
2025 Q3	$859K	Buy	+7,189	New	+$855K	0.12%	97

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

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

Smithbridge Asset Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 17% in Q2 2026, selling an estimated $66.1K and leaving 2,830 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #159.

Smithbridge Asset Management first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $901K in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Smithbridge Asset Management held 2,830 shares of iShares 3-7 Year Treasury Bond ETF worth $332K as of Q2 2026.
Smithbridge Asset Management sold 561 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $66.1K.
iShares 3-7 Year Treasury Bond ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q2 2026, its #159 holding.
Smithbridge Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $901K in Q4 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.