iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
SecurityMX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
InstitutionKingsview Wealth Management, LLC
Latest Disclosed Ownership11,896 shares
Latest Disclosed Value $ 1,410,809
Kingsview Wealth Management, LLC reports 16.21% decrease in ownership of IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF

On May 12, 2026 - Kingsview Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,896 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) valued at $1,410,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 14,197 shares of iShares Trust - iShares 3-7 Year Treasury Bond ETF. This represents a change in shares of -16.21% 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)
2026-05-12 2026-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 11,896 -2,301 -16.21 1,411 -16.77 0.0193
2026-02-09 2025-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 14,197 -541 -3.67 1,694 -3.80 0.0244
2025-11-12 2025-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 14,738 -13,792 -48.34 1,761 -48.16 0.0269
2025-08-08 2025-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 28,530 5,544 24.12 3,398 25.12 0.0575
2025-05-02 2025-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 22,986 9,285 67.77 2,715 71.51 0.0512
2025-01-28 2024-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 13,701 350 2.62 1,583 -0.81 0.0308
2024-11-12 2024-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 13,351 -2,637 -16.49 1,597 -13.54 0.0336
2024-08-14 2024-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 15,988 -4,467 -21.84 1,846 -22.04 0.0436
2024-05-09 2024-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 20,455 4,122 25.24 2,369 23.78 0.0594
2024-02-08 2023-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 16,333 -72,057 -81.52 1,913 -80.87 0.0571
2023-11-07 2023-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 88,390 29,430 49.92 10,002 47.20 0.3594
2023-08-10 2023-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 58,960 -838 -1.40 6,796 -3.41 0.2665
2023-05-15 2023-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 59,798 10,862 22.20 7,035 25.13 0.2954
2023-02-13 2022-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 48,936 -10,818 -18.10 5,622 -17.67 0.2442
2022-11-15 2022-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 59,754 -2,185 -3.53 6,829 -7.62 0.3239
2022-08-16 2022-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 61,939 11,295 22.30 7,392 19.59 0.3536
2024-02-08 2022-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 50,644 -2,032 -3.86 6,181 -8.81 0.2721
2022-02-17 2021-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 52,676 8,105 18.18 6,778 16.82 0.2821
2021-12-03 2021-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 44,571 13,281 42.44 5,802 42.21 0.2749
2021-08-17 2021-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 31,290 8,353 36.42 4,080 36.87 0.2016
2021-05-24 2021-03-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 22,937 8,611 60.11 2,981 56.48 0.1694
2021-02-16 2020-12-31 13F ISHARES TR 3 7 YR TREAS BD 464288661 14,326 6,653 86.71 1,905 85.85 0.1379
2020-11-19 2020-09-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 7,673 3,194 71.31 1,025 71.12 0.0918
2020-08-14 2020-06-30 13F ISHARES TR 3 7 YR TREAS BD 464288661 4,479 4,479 599 0.0599
2020-01-29 2017-09-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 0 -1,678 -100.00 0 -100.00
2020-01-29 2017-06-30 13F ISHARES TR 3-7 YR TR BD ETF 464288661 1,678 -113 -6.31 207 -5.91 0.1066
2020-01-29 2017-03-31 13F ISHARES TR 3-7 YR TR BD ETF 464288661 1,791 1,791 220 0.1305
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.