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Studio Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Studio Investment Management’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
-1,837
Closed -$219K – 185
2025
Q4 		$219K Buy
1,837
+65
+4% +$7.78K 0.04% 169
2025
Q3 		$212K Sell
1,772
-9,635
-84% -$1.15M 0.04% 172
2025
Q2 		$1.36M Sell
11,407
-5,283
-32% -$623K 0.27% 60
2025
Q1 		$1.97M Sell
16,690
-35,861
-68% -$4.18M 0.41% 52
2024
Q4 		$6.07M Sell
52,551
-5,835
-10% -$681K 1.29% 18
2024
Q3 		$6.98M Sell
58,386
-472
-0.8% -$55.8K 1.47% 16
2024
Q2 		$6.8M Buy
58,858
+28
+0% +$3.21K 1.55% 14
2024
Q1 		$6.81M Buy
58,830
+612
+1% +$71K 1.62% 12
2023
Q4 		$6.82M Sell
58,218
-785
-1% -$89.6K 1.74% 11
2023
Q3 		$6.68M Buy
59,003
+507
+0.9% +$58K 1.86% 11
2023
Q2 		$6.74M Buy
58,496
+3,094
+6% +$362K 1.89% 10
2023
Q1 		$6.52M Buy
55,402
+7,841
+16% +$911K 1.97% 11
2022
Q4 		$5.46M Buy
47,561
+28,431
+149% +$3.26M 1.77% 17
2022
Q3 		$2.19M Buy
19,130
+1,580
+9% +$187K 0.79% 41
2022
Q2 		$2.09M Buy
17,550
+1,280
+8% +$153K 0.73% 45
2022
Q1 		$1.99M Buy
16,270
+500
+3% +$62.7K 0.65% 55
2021
Q4 		$2.03M Buy
15,770
+13,825
+711% +$1.78M 0.73% 50
2021
Q3 		$253K Buy
+1,945
New +$255K 0.11% 93

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Studio Investment Management's IEI Position: Q1 2026 in Review

Studio Investment Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 1,837 shares — an estimated $219K sold.

Studio Investment Management first reported a position in IEI in Q3 2021 and held it in 18 quarters. The position peaked at $6.98M in Q3 2024. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Studio Investment Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Studio Investment Management sold 1,837 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $219K.
  • Studio Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 18 quarters.
  • Studio Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $6.98M in Q3 2024.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.