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Showing 8 of 31 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES 3-7 YEAR TREASURY BO

CAPTRUST FINANCIAL ADVISORS holds 6.8M shares of IEI (ISHARES 3-7 YEAR TREASURY BO), worth $803.1M as of 2026-Q2. The position was increased (+9.3% shares). IEI represents 1.2% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$803.1M

Current Shares

6.8M

Total Value Change

+$486.4M

Total Shares Change

+4.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.8M
+9.3%
$803.1M1.2%$116.71
55
2026-Q1
Increased
6.3M
+5.6%
$742.2M1.3%$116.77
53
2025-Q4
Increased
5.9M
+5.0%
$707.1M1.3%$116.82
52
2025-Q3
Increased
5.6M
+54.6%
$674.4M1.4%$115.59
70
2025-Q2
Increased
3.7M
+4.0%
$434.8M1.0%$114.17
46
2025-Q1
Increased
3.5M
+8.5%
$414.5M1.0%$112.27
53
2024-Q4
Increased
3.2M
+22.1%
$373.5M1.1%$109.22
59
2024-Q3
Increased
2.6M
+179x
$316.7M0.9%$111.83
70

Other major holders of IEI: JPMORGAN CHASE & CO

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