Strathmore Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Strathmore Capital Advisors’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	$985K	Sell	8,303 -25	-0.3%	-$2.98K	0.28%	46
2025 Q4	$994K	Sell	8,328 -320	-4%	-$38.3K	0.33%	38
2025 Q3	$1.03M	Sell	8,648 -330	-4%	-$39.3K	0.42%	30
2025 Q2	$1.06M	Buy	+8,978	New	+$1.06M	0.47%	27

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 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 $57.3B AUM 18.32% 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 $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strathmore Capital Advisors's IEI Position: Q1 2026 in Review

Strathmore Capital Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 0.3% in Q1 2026, selling an estimated $2.98K and leaving 8,303 shares worth $985K. The position accounts for 0.28% of the portfolio, ranked #46.

Strathmore Capital Advisors first reported a position in IEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Strathmore Capital Advisors held 8,303 shares of iShares 3-7 Year Treasury Bond ETF worth $985K as of Q1 2026.
Strathmore Capital Advisors sold 25 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.98K.
iShares 3-7 Year Treasury Bond ETF made up 0.28% of Strathmore Capital Advisors's portfolio in Q1 2026, its #46 holding.
Strathmore Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Strathmore Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1.06M in Q2 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.