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

StoneX 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
Q2 		$1.15M Sell
9,751
-1,466
-13% -$173K 0.05% 320
2026
Q1 		$1.33M Buy
11,217
+2,301
+26% +$274K 0.07% 215
2025
Q4 		$1.06M Buy
8,916
+1,527
+21% +$183K 0.05% 328
2025
Q3 		$883K Buy
7,389
+416
+6% +$49.5K 0.04% 394
2025
Q2 		$830K Buy
6,973
+1,305
+23% +$154K 0.04% 380
2025
Q1 		$670K Buy
5,668
+2,547
+82% +$297K 0.04% 388
2024
Q4 		$361K Buy
+3,121
New +$364K 0.02% 549
2024
Q3 		– Sell
-3,108
Closed -$359K – 743
2024
Q2 		$359K Buy
+3,108
New +$356K 0.03% 423
2021
Q2 		– Sell
-1,655
Closed -$215K – 481
2021
Q1 		$215K Buy
+1,655
New +$218K 0.04% 382
2020
Q4 		– Sell
-1,850
Closed -$247K – 374
2020
Q3 		$247K Buy
1,850
+1
+0.1% +$134 0.08% 262
2020
Q2 		$247K Sell
1,849
-631
-25% -$84.1K 0.09% 239
2020
Q1 		$331K Buy
+2,480
New +$320K 0.18% 171

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

StoneX Group's IEI Position: Q2 2026 in Review

StoneX Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q2 2026, selling an estimated $173K and leaving 9,751 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #320.

StoneX Group first reported a position in IEI in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2026. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • StoneX Group held 9,751 shares of iShares 3-7 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
  • StoneX Group sold 1,466 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $173K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of StoneX Group's portfolio in Q2 2026, its #320 holding.
  • StoneX Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 12 quarters since.
  • StoneX Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.33M in Q1 2026.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.