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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
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 – 440
2024
Q2 		$359K Buy
+3,108
New +$356K 0.17% 175
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StoneX Group's IEI Position: Q1 2026 in Review

StoneX Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 26% in Q1 2026, buying an estimated $274K and bringing the position to 11,217 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #215.

StoneX Group first reported a position in IEI in Q1 2020 and has held it in 11 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • StoneX Group held 11,217 shares of iShares 3-7 Year Treasury Bond ETF worth $1.33M as of Q1 2026.
  • StoneX Group bought 2,301 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $274K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.07% of StoneX Group's portfolio in Q1 2026, its #215 holding.
  • StoneX Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.