Summa Corp’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Summa Corp’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	$983K	Sell	8,285 -339	-4%	-$40.4K	0.41%	32
2025 Q4	$1.03M	Hold	8,624	–	–	0.44%	24
2025 Q3	$1.03M	Buy	8,624 +831	+11%	+$98.8K	0.45%	23
2025 Q2	$928K	Buy	7,793 +1,423	+22%	+$168K	0.48%	22
2025 Q1	$753K	Hold	6,370	–	–	0.44%	21
2024 Q4	$736K	Hold	6,370	–	–	0.36%	20
2024 Q3	$762K	Buy	6,370 +1,000	+19%	+$118K	0.37%	25
2024 Q2	$620K	Hold	5,370	–	–	0.3%	26
2024 Q1	$622K	Buy	5,370 +1,500	+39%	+$174K	0.34%	24
2023 Q4	$453K	Buy	+3,870	New	+$442K	0.32%	39

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

Summa Corp's IEI Position: Q1 2026 in Review

Summa Corp reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.9% in Q1 2026, selling an estimated $40.4K and leaving 8,285 shares worth $983K. The position accounts for 0.41% of the portfolio, ranked #32.

Summa Corp first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Summa Corp held 8,285 shares of iShares 3-7 Year Treasury Bond ETF worth $983K as of Q1 2026.
Summa Corp sold 339 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $40.4K.
iShares 3-7 Year Treasury Bond ETF made up 0.41% of Summa Corp's portfolio in Q1 2026, its #32 holding.
Summa Corp first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Summa Corp's iShares 3-7 Year Treasury Bond ETF position peaked at $1.03M in Q3 2025.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.