1620 Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

1620 Investment Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96.4K	Sell	821 -9	-1%	-$1.06K	0.06%	257
2026 Q1	$98.4K	Buy	830 +19	+2%	+$2.27K	0.07%	238
2025 Q4	$96.8K	Buy	811 +11	+1%	+$1.32K	0.06%	238
2025 Q3	$95.6K	Buy	800 +1	+0.1%	+$119	0.06%	242
2025 Q2	$95.2K	Sell	799 -17	-2%	-$2K	0.07%	237
2025 Q1	$96.4K	Buy	816 +88	+12%	+$10.2K	0.07%	221
2024 Q4	$84.1K	Buy	728 +337	+86%	+$39.3K	0.06%	249
2024 Q3	$46.8K	Hold	391	–	–	0.03%	310
2024 Q2	$45.1K	Buy	+391	New	+$44.8K	0.03%	312

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1620 Investment Advisors's IEI Position: Q2 2026 in Review

1620 Investment Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $1.06K and leaving 821 shares worth $96.4K. The position accounts for 0.06% of the portfolio, ranked #257.

1620 Investment Advisors first reported a position in IEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $98.4K in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

1620 Investment Advisors held 821 shares of iShares 3-7 Year Treasury Bond ETF worth $96.4K as of Q2 2026.
1620 Investment Advisors sold 9 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.06K.
iShares 3-7 Year Treasury Bond ETF made up 0.06% of 1620 Investment Advisors's portfolio in Q2 2026, its #257 holding.
1620 Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $98.4K in Q1 2026.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.