VT
IEI icon

Vise Technologies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Vise Technologies’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 		$360K Hold
3,020
– – 0.01% 1049
2025
Q4 		$360K Buy
+3,020
New +$361K 0.01% 1055

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

Vise Technologies's IEI Position: Q1 2026 in Review

Vise Technologies held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 3,020 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1049.

Vise Technologies first reported a position in IEI in Q4 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Vise Technologies held 3,020 shares of iShares 3-7 Year Treasury Bond ETF worth $360K as of Q1 2026.
  • Vise Technologies left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1049 holding.
  • Vise Technologies first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.