Stanley-Laman Group
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Stanley-Laman Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stanley-Laman Group’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
Q3 		$392K Buy
3,453
+23
+0.7% +$2.67K 0.04% 247
2026
Q2 		$403K Sell
3,430
-105
-3% -$12.4K 0.04% 253
2026
Q1 		$419K Buy
3,535
+3
+0.1% +$358 0.05% 229
2025
Q4 		$422K Buy
3,532
+5
+0.1% +$598 0.05% 234
2025
Q3 		$421K Sell
3,527
-197
-5% -$23.4K 0.06% 212
2025
Q2 		$444K Sell
3,724
-78
-2% -$9.2K 0.07% 205
2025
Q1 		$449K Buy
3,802
+53
+1% +$6.17K 0.07% 203
2024
Q4 		$433K Buy
3,749
+630
+20% +$73.5K 0.06% 215
2024
Q3 		$373K Buy
3,119
+146
+5% +$17.3K 0.05% 230
2024
Q2 		$343K Buy
2,973
+649
+28% +$74.4K 0.05% 228
2024
Q1 		$269K Buy
2,324
+137
+6% +$15.9K 0.04% 226
2023
Q4 		$256K Sell
2,187
-7
-0.3% -$799 0.04% 215
2023
Q3 		$248K Buy
2,194
+115
+6% +$13.2K 0.04% 208
2023
Q2 		$240K Buy
2,079
+24
+1% +$2.81K 0.04% 211
2023
Q1 		$242K Buy
+2,055
New +$239K 0.04% 203
2022
Q1 		– Sell
-1,571
Closed -$202K – 291
2021
Q4 		$202K Sell
1,571
-244
-13% -$31.5K 0.02% 255
2021
Q3 		$236K Buy
1,815
+134
+8% +$17.6K 0.03% 248
2021
Q2 		$219K Buy
1,681
+107
+7% +$14K 0.03% 241
2021
Q1 		$204K Sell
1,574
-61
-4% -$8.02K 0.03% 237
2020
Q4 		$217K Sell
1,635
-396
-19% -$52.6K 0.04% 228
2020
Q3 		$271K Buy
2,031
+245
+14% +$32.7K 0.06% 210
2020
Q2 		$239K Sell
1,786
-1
-0.1% -$133 0.06% 224
2020
Q1 		$238K Buy
+1,787
New +$230K 0.07% 225
2017
Q2 		– Sell
-8,797
Closed -$1.08M – 212
2017
Q1 		$1.08M Sell
8,797
-4,245
-33% -$521K 0.29% 96
2016
Q4 		$1.6M Sell
13,042
-10,625
-45% -$1.32M 0.49% 68
2016
Q3 		$3M Sell
23,667
-1,523
-6% -$193K 1.23% 12
2016
Q2 		$3.21M Sell
25,190
-25,794
-51% -$3.25M 1.25% 14
2016
Q1 		$6.42M Buy
+50,984
New +$6.37M 1.21% 10

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Stanley-Laman Group's IEI Position: Q3 2026 in Review

Stanley-Laman Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.67% in Q3 2026, buying an estimated $2.67K and bringing the position to 3,453 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #247.

Stanley-Laman Group first reported a position in IEI in Q1 2016 and has held it in 28 quarters since. The position peaked at $6.42M in Q1 2016. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Stanley-Laman Group held 3,453 shares of iShares 3-7 Year Treasury Bond ETF worth $392K as of Q3 2026.
  • Stanley-Laman Group bought 23 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.67K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.04% of Stanley-Laman Group's portfolio in Q3 2026, its #247 holding.
  • Stanley-Laman Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Stanley-Laman Group's iShares 3-7 Year Treasury Bond ETF position peaked at $6.42M in Q1 2016.
  • 729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Stanley-Laman Group's 13F filing for Q3 2026, filed 20 Oct 2026.