SS
IEI icon

Sunbelt Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sunbelt Securities’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 		$662 Hold
6
– – ﹤0.01% 2208
2025
Q4 		$664 Hold
6
– – ﹤0.01% 2164
2025
Q3 		$657 Buy
6
+1
+20% +$119 ﹤0.01% 2152
2025
Q2 		$621 Hold
5
– – ﹤0.01% 1698
2025
Q1 		$638 Hold
5
– – ﹤0.01% 1681
2024
Q4 		$621 Hold
5
– – ﹤0.01% 1703
2024
Q3 		$636 Hold
5
– – ﹤0.01% 1726
2024
Q2 		$609 Sell
5
-1
-17% -$115 ﹤0.01% 1650
2024
Q1 		$703 Sell
6
-72
-92% -$8.36K ﹤0.01% 1607
2023
Q4 		$9.1K Buy
78
+1
+1% +$114 ﹤0.01% 1193
2023
Q3 		$8.71K Hold
77
– – ﹤0.01% 1191
2023
Q2 		$8.82K Buy
77
+1
+1% +$117 ﹤0.01% 1204
2023
Q1 		$8.91K Buy
+76
New +$8.83K ﹤0.01% 1164

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

Sunbelt Securities's IEI Position: Q1 2026 in Review

Sunbelt Securities held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 6 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Sunbelt Securities first reported a position in IEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.1K in Q4 2023. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Sunbelt Securities held 6 shares of iShares 3-7 Year Treasury Bond ETF worth $662 as of Q1 2026.
  • Sunbelt Securities left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2208 holding.
  • Sunbelt Securities first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares 3-7 Year Treasury Bond ETF position peaked at $9.1K in Q4 2023.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.