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

Synergy 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
Q2 		$6.58K Hold
56
– – ﹤0.01% 695
2026
Q1 		$6.64K Buy
+56
New +$6.68K ﹤0.01% 546
2025
Q2 		– Sell
-163
Closed -$19.3K – 301
2025
Q1 		$19.3K Buy
163
+91
+126% +$10.6K 0.01% 316
2024
Q4 		$8.32K Buy
+72
New +$8.4K ﹤0.01% 409

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synergy Investment Management's IEI Position: Q2 2026 in Review

Synergy Investment Management held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 56 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Synergy Investment Management first reported a position in IEI in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.3K in Q1 2025. 815 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Synergy Investment Management held 56 shares of iShares 3-7 Year Treasury Bond ETF worth $6.58K as of Q2 2026.
  • Synergy Investment Management left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #695 holding.
  • Synergy Investment Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares 3-7 Year Treasury Bond ETF position peaked at $19.3K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.