Weaver Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Weaver Capital 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	$27.4M	Buy	+231,359	New	+$27.6M	5.95%	1

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

Weaver Capital Management's IEI Position: Q1 2026 in Review

Weaver Capital Management opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 231,359 shares worth $27.4M. The stake represents 5.95% of the portfolio and ranks #1 among its holdings.

832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Weaver Capital Management held 231,359 shares of iShares 3-7 Year Treasury Bond ETF worth $27.4M as of Q1 2026.
iShares 3-7 Year Treasury Bond ETF was a new Weaver Capital Management position in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up 5.95% of Weaver Capital Management's portfolio in Q1 2026, its #1 holding.
832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.