Summit Financial’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Summit Financial’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	$1.13M	Buy	9,501 +3,953	+71%	+$471K	0.01%	734
2025 Q4	$662K	Sell	5,548 -913	-14%	-$109K	0.01%	798
2025 Q3	$772K	Buy	6,461 +1,889	+41%	+$225K	0.01%	730
2025 Q2	$545K	Sell	4,572 -2,378	-34%	-$281K	0.01%	557
2025 Q1	$821K	Buy	+6,950	New	+$809K	0.02%	409
2023 Q3	–	Sell	-1,765	Closed	-$203K	–	340
2023 Q2	$203K	Buy	+1,765	New	+$207K	0.01%	311

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

Summit Financial's IEI Position: Q1 2026 in Review

Summit Financial increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 71% in Q1 2026, buying an estimated $471K and bringing the position to 9,501 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #734.

Summit Financial first reported a position in IEI in Q2 2023 and has held it in 6 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Summit Financial held 9,501 shares of iShares 3-7 Year Treasury Bond ETF worth $1.13M as of Q1 2026.
Summit Financial bought 3,953 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $471K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #734 holding.
Summit Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and has held it in 6 quarters since.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.