WIT LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WIT LLC’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 Q2	$77.6M	Sell	661,074 -1,602,848	-71%	-$189M	1.24%	11
2026 Q1	$269M	Buy	2,263,922 +174,852	+8%	+$20.9M	5.07%	4
2025 Q4	$249M	Buy	2,089,070 +59,373	+3%	+$7.11M	5%	4
2025 Q3	$243M	Sell	2,029,697 -442,155	-18%	-$52.6M	5.49%	3
2025 Q2	$294M	Sell	2,471,852 -2,330,696	-49%	-$275M	7.3%	3
2025 Q1	$168M	Buy	4,802,548 +3,045,465	+173%	+$355M	4.78%	5
2024 Q4	$58.7M	Buy	1,757,083 +83	+0%	+$9.69K	1.88%	7
2024 Q3	$64M	Buy	1,757,000 +834,000	+90%	+$98.6M	1.85%	7
2024 Q2	$107M	Buy	923,000 +43,000	+5%	+$4.93M	3.21%	6
2024 Q1	$102M	Buy	+880,000	New	+$102M	3.1%	6

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIT LLC's IEI Position: Q2 2026 in Review

WIT LLC reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 71% in Q2 2026, selling an estimated $189M and leaving 661,074 shares worth $77.6M. The position accounts for 1.24% of the portfolio, ranked #11.

WIT LLC first reported a position in IEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $294M in Q2 2025. 818 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

WIT LLC held 661,074 shares of iShares 3-7 Year Treasury Bond ETF worth $77.6M as of Q2 2026.
WIT LLC sold 1,602,848 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $189M.
iShares 3-7 Year Treasury Bond ETF made up 1.24% of WIT LLC's portfolio in Q2 2026, its #11 holding.
WIT LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
WIT LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $294M in Q2 2025.
818 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.