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Y.D. More Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Y.D. More Investments’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 		$147K Sell
1,250
-160
-11% -$18.8K ﹤0.01% 244
2026
Q1 		$167K Sell
1,410
-414
-23% -$49.4K 0.01% 210
2025
Q4 		$218K Sell
1,824
-17,925
-91% -$2.15M 0.01% 194
2025
Q3 		$2.36M Sell
19,749
-18,674
-49% -$2.22M 0.13% 77
2025
Q2 		$4.58M Sell
38,423
-1,870
-5% -$221K 0.32% 47
2025
Q1 		$4.76M Sell
40,293
-76,977
-66% -$8.96M 0.42% 41
2024
Q4 		$13.6M Buy
117,270
+16,220
+16% +$1.89M 1.22% 23
2024
Q3 		$12.1M Buy
101,050
+100,600
+22,356% +$11.9M 1.27% 20
2024
Q2 		$52K Hold
450
– – 0.01% 294
2024
Q1 		$52.1K Hold
450
– – 0.01% 237
2023
Q4 		$52.7K Sell
450
-156
-26% -$17.8K 0.01% 239
2023
Q3 		$68.6K Hold
606
– – 0.01% 221
2023
Q2 		$69.8K Hold
606
– – 0.02% 199
2023
Q1 		$71.3K Hold
606
– – 0.02% 196
2022
Q4 		$69.8K Buy
+606
New +$69.5K 0.02% 230

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Y.D. More Investments's IEI Position: Q2 2026 in Review

Y.D. More Investments reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 11% in Q2 2026, selling an estimated $18.8K and leaving 1,250 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Y.D. More Investments first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.6M in Q4 2024. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Y.D. More Investments held 1,250 shares of iShares 3-7 Year Treasury Bond ETF worth $147K as of Q2 2026.
  • Y.D. More Investments sold 160 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #244 holding.
  • Y.D. More Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $13.6M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.