iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
SecurityMX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership3,852 shares
Latest Disclosed Value $ 456,848
Wealthspire Advisors, LLC ownership in IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 3,852 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) valued at $456,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,852 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 3,852 0 0.00 457 -0.65 0.0036
2026-02-12 2025-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 3,852 346 9.87 460 9.55 0.0037
2025-11-14 2025-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 3,506 0 0.00 419 0.48 0.0022
2025-08-11 2025-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 3,506 -3,540 -50.24 418 -49.88 0.0023
2025-05-09 2025-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 7,046 0 0.00 832 2.21 0.0050
2025-02-04 2024-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 7,046 -4,538 -39.17 814 -41.23 0.0081
2024-11-13 2024-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 11,584 -271 -2.29 1,386 1.24 0.0141
2024-08-08 2024-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 11,855 -6,993 -37.10 1,369 -37.31 0.0175
2024-05-06 2024-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 18,848 0 0.00 2,183 -1.13 0.0291
2024-02-07 2023-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 18,848 890 4.96 2,208 8.61 0.0314
2023-11-06 2023-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 17,958 5,531 44.51 2,032 41.90 0.0336
2023-08-01 2023-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 12,427 -1,850 -12.96 1,432 -14.71 0.0234
2023-05-09 2023-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 14,277 0 0.00 1,680 2.38 0.0288
2023-02-14 2022-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 14,277 -19,551 -57.80 1,640 -57.58 0.0298
2022-11-14 2022-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 33,828 -3,939 -10.43 3,866 -14.22 0.0808
2022-08-09 2022-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 37,767 -18,277 -32.61 4,507 -34.11 0.0942
2022-05-09 2022-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 56,044 -1,007 -1.77 6,840 -6.82 0.1539
2022-02-14 2021-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 57,051 -700 -1.21 7,341 -2.34 0.1624
2021-11-15 2021-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 57,751 -2,769 -4.58 7,517 -4.85 0.1560
2021-08-13 2021-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 60,520 -3,329 -5.21 7,900 -4.74 0.2077
2021-05-17 2021-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 63,849 -3,874 -5.72 8,293 -7.92 0.1968
2021-02-16 2020-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 67,723 -7,319 -9.75 9,006 -10.16 0.2680
2020-11-16 2020-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 75,042 -1,344 -1.76 10,025 -1.82 0.5960
2020-08-14 2020-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 76,386 -7,869 -9.34 10,211 -9.11 0.7112
2020-05-12 2020-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 84,255 -8,738 -9.40 11,235 -3.93 0.4709
2020-02-14 2019-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 92,993 -5,122 -5.22 11,694 -6.00 0.8516
2019-11-12 2019-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 98,115 -6,528 -6.24 12,441 -5.46 1.0188
2019-08-13 2019-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 104,643 -12,351 -10.56 13,160 -8.70 1.1460
2019-05-08 2019-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 116,994 -62,044 -34.65 14,414 -33.68 1.3366
2019-02-14 2018-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 179,038 179,038 21,735 2.0946
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.