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Vectors Research Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vectors Research 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 		$16.7M Sell
140,465
-19,746
-12% -$2.36M 4.87% 2
2025
Q4 		$19.1M Buy
160,211
+6,057
+4% +$725K 5.84% 2
2025
Q3 		$18.4M Sell
154,154
-3,113
-2% -$370K 5.81% 2
2025
Q2 		$18.7M Buy
157,267
+55,008
+54% +$6.49M 6.42% 2
2025
Q1 		$12.1M Buy
102,259
+60,452
+145% +$7.04M 4.22% 4
2024
Q4 		$4.83M Buy
41,807
+22,195
+113% +$2.59M 1.65% 15
2024
Q3 		$2.35M Buy
19,612
+9,239
+89% +$1.09M 0.71% 41
2024
Q2 		$1.2M Buy
+10,373
New +$1.19M 0.37% 69
2023
Q1 		– Sell
-25,367
Closed -$2.91M – 136
2022
Q4 		$2.91M Sell
25,367
-1,062
-4% -$122K 0.75% 34
2022
Q3 		$3.02M Sell
26,429
-17,611
-40% -$2.08M 0.85% 25
2022
Q2 		$5.26M Buy
44,040
+13,889
+46% +$1.66M 1.33% 16
2022
Q1 		$3.68M Sell
30,151
-479
-2% -$60.1K 0.81% 29
2021
Q4 		$3.94M Buy
30,630
+16,745
+121% +$2.16M 0.83% 33
2021
Q3 		$1.81M Buy
13,885
+1,430
+11% +$188K 0.43% 55
2021
Q2 		$1.63M Sell
12,455
-20,139
-62% -$2.63M 0.41% 53
2021
Q1 		$4.23M Buy
32,594
+1,753
+6% +$231K 1.17% 24
2020
Q4 		$4.1M Buy
30,841
+362
+1% +$48.1K 1.26% 18
2020
Q3 		$4.07M Buy
30,479
+10,875
+55% +$1.45M 1.49% 17
2020
Q2 		$2.62M Buy
19,604
+19,514
+21,682% +$2.6M 1.03% 23
2020
Q1 		$12K Sell
90
-12
-12% -$1.55K 0.01% 278
2019
Q4 		$13K Sell
102
-40
-28% -$5.05K 0.01% 315
2019
Q3 		$18K Hold
142
– – 0.01% 237
2019
Q2 		$18K Sell
142
-498
-78% -$61.6K 0.01% 227
2019
Q1 		$79K Sell
640
-1,672
-72% -$204K 0.04% 140
2018
Q4 		$281K Sell
2,312
-446
-16% -$53.2K 0.13% 95
2018
Q3 		$330K Buy
+2,758
New +$330K 0.2% 83

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

Vectors Research Management's IEI Position: Q1 2026 in Review

Vectors Research Management reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 12% in Q1 2026, selling an estimated $2.36M and leaving 140,465 shares worth $16.7M. The position accounts for 4.87% of the portfolio, ranked #2.

Vectors Research Management first reported a position in IEI in Q3 2018 and has held it in 26 quarters since. The position peaked at $19.1M in Q4 2025. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Vectors Research Management held 140,465 shares of iShares 3-7 Year Treasury Bond ETF worth $16.7M as of Q1 2026.
  • Vectors Research Management sold 19,746 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.36M.
  • iShares 3-7 Year Treasury Bond ETF made up 4.87% of Vectors Research Management's portfolio in Q1 2026, its #2 holding.
  • Vectors Research Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and has held it in 26 quarters since.
  • Vectors Research Management's iShares 3-7 Year Treasury Bond ETF position peaked at $19.1M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Vectors Research Management's 13F filing for Q1 2026, filed 5 May 2026.