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True Vision MN’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

True Vision MN’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 		$548K Hold
4,623
– – 0.28% 64
2025
Q4 		$552K Buy
+4,623
New +$553K 0.28% 73

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Vision MN's IEI Position: Q1 2026 in Review

True Vision MN held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 4,623 shares worth $548K. The position accounts for 0.28% of the portfolio, ranked #64.

True Vision MN first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $552K in Q4 2025. 836 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • True Vision MN held 4,623 shares of iShares 3-7 Year Treasury Bond ETF worth $548K as of Q1 2026.
  • True Vision MN left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.28% of True Vision MN's portfolio in Q1 2026, its #64 holding.
  • True Vision MN first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • True Vision MN's iShares 3-7 Year Treasury Bond ETF position peaked at $552K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.