Ken Fisher's IEI Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 13,658 shares of iShares 3-7 Year Treasury Bond ETF (IEI) worth $1.63 M, representing 0.00% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IEI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 6,997 shares. Largest reduction occurred in Q2 2025, reducing 2,732 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares 3-7 Year Treasury Bond ETF (IEI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 3-7 Year Treasury Bond ETF (IEI) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +2,402 | New Buy | 2,402 | $133.64 |
| Q3 2020 | -2,402 | Sold Out | 0 | $0.00 |
| Q4 2020 | +2,594 | New Buy | 2,594 | $133.00 |
| Q1 2021 | -2,594 | Sold Out | 0 | $0.00 |
| Q2 2021 | +1,740 | New Buy | 1,740 | $130.46 |
| Q3 2021 | -1,740 | Sold Out | 0 | $0.00 |
| Q1 2022 | +1,660 | New Buy | 1,660 | $122.29 |
| Q2 2022 | -1,660 | Sold Out | 0 | $0.00 |
| Q2 2023 | +2,235 | New Buy | 2,235 | $115.28 |
| Q3 2023 | -2,235 | Sold Out | 0 | $0.00 |
| Q3 2024 | +2,203 | New Buy | 2,203 | $119.63 |
| Q4 2024 | -2,203 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,732 | New Buy | 2,732 | $118.18 |
| Q2 2025 | -2,732 | Sold Out | 0 | $0.00 |
| Q3 2025 | +6,997 | New Buy | 6,997 | $119.52 |
| Q4 2025 | +6,661 | Add 95.20% | 13,658 | $119.35 |
Ken Fisher's iShares 3-7 Year Treasury Bond ETF Investment FAQs
Ken Fisher first purchased iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, acquiring 2,402 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares 3-7 Year Treasury Bond ETF (IEI) for 16 quarters since Q2 2020.
Ken Fisher's largest addition to iShares 3-7 Year Treasury Bond ETF (IEI) was in Q3 2025, adding 6,997 shares worth $836,274.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 13,658 shares of iShares 3-7 Year Treasury Bond ETF (IEI), valued at approximately $1.63 M.
As of the Q4 2025 filing, iShares 3-7 Year Treasury Bond ETF (IEI) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares 3-7 Year Treasury Bond ETF (IEI) was 13,658 shares, as reported at the end of Q4 2025.