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Strategic Blueprint’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strategic Blueprint’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 		$5.9M Sell
49,719
-200
-0.4% -$23.9K 0.34% 75
2025
Q4 		$5.96M Buy
49,919
+162
+0.3% +$19.4K 0.35% 74
2025
Q3 		$5.95M Sell
49,757
-963
-2% -$115K 0.26% 94
2025
Q2 		$6.04M Sell
50,720
-558
-1% -$65.8K 0.3% 88
2025
Q1 		$6.06M Buy
+51,278
New +$5.97M 0.33% 77
2023
Q2 		– Sell
-2,226
Closed -$262K – 553
2023
Q1 		$262K Buy
+2,226
New +$259K 0.03% 444
2021
Q3 		– Sell
-36
Closed -$5K – 828
2021
Q2 		$5K Buy
+36
New +$4.7K ﹤0.01% 1076
2019
Q4 		– Sell
-166
Closed -$21K – 239
2019
Q3 		$21K Buy
+166
New +$21K 0.02% 228

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

Strategic Blueprint's IEI Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.4% in Q1 2026, selling an estimated $23.9K and leaving 49,719 shares worth $5.9M. The position accounts for 0.34% of the portfolio, ranked #75.

Strategic Blueprint first reported a position in IEI in Q3 2019 and has held it in 8 quarters since. The position peaked at $6.06M in Q1 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Strategic Blueprint held 49,719 shares of iShares 3-7 Year Treasury Bond ETF worth $5.9M as of Q1 2026.
  • Strategic Blueprint sold 200 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $23.9K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.34% of Strategic Blueprint's portfolio in Q1 2026, its #75 holding.
  • Strategic Blueprint first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 8 quarters since.
  • Strategic Blueprint's iShares 3-7 Year Treasury Bond ETF position peaked at $6.06M in Q1 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.