TBH Global Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

TBH Global Asset 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 Q1	–	Sell	-3,170	Closed	-$291K	–	267
2025 Q4	$291K	Buy	+3,170	New	+$379K	0.05%	216
2024 Q1	–	Sell	-7,888	Closed	-$924K	–	243
2023 Q4	$924K	Buy	7,888 +148	+2%	+$16.9K	0.19%	87
2023 Q3	$876K	Sell	7,740 -15,053	-66%	-$1.72M	0.17%	98
2023 Q2	$2.68M	Buy	+22,793	New	+$2.67M	0.53%	36

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 $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

TBH Global Asset Management's IEI Position: Q1 2026 in Review

TBH Global Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 3,170 shares — an estimated $291K sold.

TBH Global Asset Management first reported a position in IEI in Q2 2023 and held it in 4 quarters. The position peaked at $2.68M in Q2 2023. 835 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

TBH Global Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TBH Global Asset Management sold 3,170 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $291K.
TBH Global Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
TBH Global Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.68M in Q2 2023.
835 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.