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

Sykon Capital’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	-21,160	Closed	-$2.53M	–	101
2025 Q4	$2.53M	Sell	21,160 -6,831	-24%	-$818K	0.81%	33
2025 Q3	$3.35M	Sell	27,991 -3,931	-12%	-$468K	1.12%	34
2025 Q2	$3.8M	Buy	31,922 +2,403	+8%	+$283K	1.39%	23
2025 Q1	$3.49M	Buy	+29,519	New	+$3.44M	1.32%	17
2024 Q4	–	Sell	-23,323	Closed	-$2.79M	–	77
2024 Q3	$2.79M	Buy	+23,323	New	+$2.76M	0.98%	40
2024 Q2	–	Sell	-18,316	Closed	-$2.12M	–	97
2024 Q1	$2.12M	Sell	18,316 -12,020	-40%	-$1.39M	0.77%	56
2023 Q4	$3.55M	Buy	+30,336	New	+$3.46M	1.42%	28

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

Sykon Capital's IEI Position: Q1 2026 in Review

Sykon Capital sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 21,160 shares — an estimated $2.53M sold.

Sykon Capital first reported a position in IEI in Q4 2023 and held it in 7 quarters. The position peaked at $3.8M in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Sykon Capital reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Sykon Capital sold 21,160 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.53M.
Sykon Capital first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Sykon Capital's iShares 3-7 Year Treasury Bond ETF position peaked at $3.8M in Q2 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.