Stonebridge Financial Group (Pennsylvania)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q1	–	Sell	-6,642	Closed	-$793K	–	270
2025 Q4	$793K	Buy	6,642 +12	+0.2%	+$1.44K	0.07%	130
2025 Q3	$792K	Buy	6,630 +24	+0.4%	+$2.85K	0.07%	126
2025 Q2	$787K	Sell	6,606 -73	-1%	-$8.61K	0.08%	123
2025 Q1	$789K	Buy	6,679 +7	+0.1%	+$815	0.08%	116
2024 Q4	$771K	Buy	+6,672	New	+$779K	0.09%	122

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IEI Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 6,642 shares — an estimated $793K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IEI in Q4 2024 and held it in 5 quarters. The position peaked at $793K in Q4 2025. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 6,642 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $793K.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares 3-7 Year Treasury Bond ETF position peaked at $793K in Q4 2025.
835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.