Captrust Financial Advisors Increases Stake in iShares 3-7 Year Treasury Bond ETF $IEI

Posted by Kim Johansen on Jun 17th, 2026

Captrust Financial Advisors grew its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 5.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,924,603 shares of the company’s stock after buying an additional 281,282 shares during the quarter. iShares 3-7 Year Treasury Bond ETF comprises 1.3% of Captrust Financial Advisors’ portfolio, making the stock its 11th largest holding. Captrust Financial Advisors’ holdings in iShares 3-7 Year Treasury Bond ETF were worth $707,101,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. JPMorgan Chase & Co. boosted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 7.2% in the 4th quarter. JPMorgan Chase & Co. now owns 17,694,417 shares of the company’s stock valued at $2,111,829,000 after buying an additional 1,180,896 shares during the period. Financial Engines Advisors L.L.C. boosted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 0.8% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 4,287,913 shares of the company’s stock valued at $511,762,000 after buying an additional 33,946 shares during the period. Assetmark Inc. boosted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 6.6% in the 4th quarter. Assetmark Inc. now owns 3,052,028 shares of the company’s stock valued at $364,260,000 after buying an additional 190,019 shares during the period. Ameriprise Financial Inc. boosted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 11.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,741,689 shares of the company’s stock valued at $327,059,000 after buying an additional 290,112 shares during the period. Finally, Bank Julius Baer & Co. Ltd Zurich boosted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 6.5% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 2,679,733 shares of the company’s stock valued at $319,826,000 after buying an additional 162,897 shares during the period.

iShares 3-7 Year Treasury Bond ETF Trading Up 0.1%

Shares of IEI opened at $117.49 on Wednesday. The stock has a 50-day simple moving average of $117.77 and a 200-day simple moving average of $118.77. iShares 3-7 Year Treasury Bond ETF has a 1 year low of $116.51 and a 1 year high of $120.78.

iShares 3-7 Year Treasury Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were paid a $0.3694 dividend. This represents a c) annualized dividend and a dividend yield of 3.8%. The ex-dividend date was Monday, June 1st. This is a boost from iShares 3-7 Year Treasury Bond ETF’s previous monthly dividend of $0.36.

iShares 3-7 Year Treasury Bond ETF Company Profile

(Free Report)

iShares 3-7 Year Treasury Bond ETF (the Fund), formerly iShares Barclays 3-7 Year Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index (the Index). The Index measures the performance of public obligations of the United States Treasury that have a remaining maturity of greater than or equal to three years and less than seven years. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.