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

Sollinda Capital 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	$31.9M	Buy	271,334 +171,841	+173%	+$20.2M	6.8%	5
2026 Q1	$11.8M	Buy	99,493 +17,525	+21%	+$2.09M	2.87%	9
2025 Q4	$9.78M	Buy	81,968 +14,303	+21%	+$1.71M	2.5%	10
2025 Q3	$8.09M	Buy	67,665 +3,804	+6%	+$452K	2.22%	11
2025 Q2	$7.61M	Buy	63,861 +3,873	+6%	+$457K	1.98%	11
2025 Q1	$7.09M	Sell	59,988 -1,535	-2%	-$179K	1.97%	13
2024 Q4	$7.11M	Sell	61,523 -2,861	-4%	-$334K	1.95%	12
2024 Q3	$7.7M	Sell	64,384 -1,950	-3%	-$230K	2.17%	12
2024 Q2	$7.66M	Sell	66,334 -6,087	-8%	-$698K	2.33%	12
2024 Q1	$8.39M	Sell	72,421 -24,910	-26%	-$2.89M	2.62%	12
2023 Q4	$11.4M	Buy	+97,331	New	+$11.1M	3.22%	8

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

Sollinda Capital Management's IEI Position: Q2 2026 in Review

Sollinda Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 173% in Q2 2026, buying an estimated $20.2M and bringing the position to 271,334 shares worth $31.9M. The position accounts for 6.8% of the portfolio, ranked #5.

Sollinda Capital Management first reported a position in IEI in Q4 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Sollinda Capital Management held 271,334 shares of iShares 3-7 Year Treasury Bond ETF worth $31.9M as of Q2 2026.
Sollinda Capital Management bought 171,841 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.2M.
iShares 3-7 Year Treasury Bond ETF made up 6.8% of Sollinda Capital Management's portfolio in Q2 2026, its #5 holding.
Sollinda Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.