A4 Wealth Advisors
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A4 Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

A4 Wealth 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
Q3 		– Sell
-2,087
Closed -$245K – 82
2026
Q2 		$245K Buy
+2,087
New +$246K 0.16% 77

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

A4 Wealth Advisors's IEI Position: Q3 2026 in Review

A4 Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026, closing a stake of 2,087 shares — an estimated $245K sold.

A4 Wealth Advisors first reported a position in IEI in Q2 2026 and held it in 1 quarter. The position peaked at $245K in Q2 2026. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • A4 Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 2,087 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $245K.
  • A4 Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • A4 Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $245K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.