Vernal Point Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vernal Point Advisors’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	$2.49M	Buy	20,964 +254	+1%	+$30.3K	1.01%	9
2025 Q4	$2.47M	Hold	20,710	–	–	1.02%	11
2025 Q3	$2.48M	Hold	20,710	–	–	1.07%	11
2025 Q2	$2.47M	Hold	20,710	–	–	1.44%	11
2025 Q1	$2.45M	Hold	20,710	–	–	1.62%	10
2024 Q4	$2.39M	Hold	20,710	–	–	1.64%	10
2024 Q3	$2.48M	Hold	20,710	–	–	1.92%	10
2024 Q2	$2.39M	Hold	20,710	–	–	1.7%	9
2024 Q1	$2.4M	Hold	20,710	–	–	2.05%	9
2023 Q4	$2.43M	Buy	+20,710	New	+$2.36M	2.52%	8

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

Vernal Point Advisors's IEI Position: Q1 2026 in Review

Vernal Point Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.2% in Q1 2026, buying an estimated $30.3K and bringing the position to 20,964 shares worth $2.49M. The position accounts for 1.01% of the portfolio, ranked #9.

Vernal Point Advisors first reported a position in IEI in Q4 2023 and has held it in 10 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Vernal Point Advisors held 20,964 shares of iShares 3-7 Year Treasury Bond ETF worth $2.49M as of Q1 2026.
Vernal Point Advisors bought 254 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $30.3K.
iShares 3-7 Year Treasury Bond ETF made up 1.01% of Vernal Point Advisors's portfolio in Q1 2026, its #9 holding.
Vernal Point Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.