SFS
IEI icon

Sowell Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sowell Financial Services’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 		$1.81M Buy
15,383
+282
+2% +$33.2K 0.06% 332
2026
Q1 		$1.79M Sell
15,101
-146
-1% -$17.4K 0.07% 312
2025
Q4 		$1.82M Sell
15,247
-1,458
-9% -$174K 0.07% 306
2025
Q3 		$2M Sell
16,705
-1,609
-9% -$191K 0.08% 275
2025
Q2 		$2.18M Sell
18,314
-12,823
-41% -$1.51M 0.09% 242
2025
Q1 		$3.68M Buy
31,137
+1,140
+4% +$133K 0.17% 129
2024
Q4 		$3.47M Sell
29,997
-9,120
-23% -$1.06M 0.18% 127
2024
Q3 		$4.68M Buy
39,117
+8,624
+28% +$1.02M 0.22% 115
2024
Q2 		$3.52M Buy
30,493
+339
+1% +$38.9K 0.17% 139
2024
Q1 		$3.49M Buy
+30,154
New +$3.5M 0.16% 144
2023
Q3 		– Sell
-11,038
Closed -$1.27M – 553
2023
Q2 		$1.27M Buy
+11,038
New +$1.29M 0.07% 310
2022
Q1 		– Sell
-14,558
Closed -$1.87M – 317
2021
Q4 		$1.87M Buy
+14,558
New +$1.88M 0.11% 208
2021
Q3 		– Sell
-35,268
Closed -$4.6M – 513
2021
Q2 		$4.6M Buy
35,268
+2,091
+6% +$273K 0.31% 85
2021
Q1 		$4.33M Buy
33,177
+30,071
+968% +$3.96M 0.15% 132
2020
Q4 		$413K Sell
3,106
-9,040
-74% -$1.2M 0.02% 577
2020
Q3 		$1.62M Sell
12,146
-42,120
-78% -$5.63M 0.08% 209
2020
Q2 		$7.25M Buy
54,266
+33,079
+156% +$4.41M 0.4% 63
2020
Q1 		$2.83M Buy
21,187
+20,588
+3,437% +$2.65M 0.21% 115
2019
Q4 		$75K Sell
599
-268
-31% -$33.8K 0.01% 992
2019
Q3 		$110K Buy
+867
New +$110K 0.01% 796
2019
Q1 		$1.06M Buy
8,570
+3,430
+67% +$418K 0.12% 186
2018
Q4 		$624K Buy
+5,140
New +$613K 0.09% 232
2017
Q4 		– Sell
-20,628
Closed -$2.54M – 269
2017
Q3 		$2.54M Sell
20,628
-2,904
-12% -$360K 0.66% 43
2017
Q2 		$2.91M Sell
23,532
-355
-1% -$43.9K 0.83% 33
2017
Q1 		$2.96M Sell
23,887
-607
-2% -$74.5K 0.87% 33
2016
Q4 		$3M Buy
+24,494
New +$3.04M 1% 27

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's IEI Position: Q2 2026 in Review

Sowell Financial Services increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, buying an estimated $33.2K and bringing the position to 15,383 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #332.

Sowell Financial Services first reported a position in IEI in Q4 2016 and has held it in 26 quarters since. The position peaked at $7.25M in Q2 2020. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Sowell Financial Services held 15,383 shares of iShares 3-7 Year Treasury Bond ETF worth $1.81M as of Q2 2026.
  • Sowell Financial Services bought 282 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.2K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #332 holding.
  • Sowell Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and has held it in 26 quarters since.
  • Sowell Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $7.25M in Q2 2020.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.